ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $788,246 | -5.9% | 29,937 | -1.8% | 0.47% | -12.2% |
| Q1 2023 | $838,072 | +6.0% | 30,486 | +4.7% | 0.53% | -8.3% |
| Q4 2022 | $790,896 | +38.8% | 29,120 | +15.2% | 0.58% | +21.6% |
| Q3 2022 | $570,000 | -23.2% | 25,286 | -7.5% | 0.48% | -31.3% |
| Q2 2022 | $742,000 | -18.1% | 27,333 | -4.2% | 0.69% | +9.7% |
| Q1 2022 | $906,000 | -1.4% | 28,520 | -3.2% | 0.63% | +2.8% |
| Q4 2021 | $919,000 | +1.2% | 29,468 | +5.2% | 0.62% | -2.1% |
| Q2 2021 | $908,000 | +18.2% | 28,011 | +14.8% | 0.63% | +4.7% |
| Q1 2021 | $768,000 | +62.4% | 24,401 | +52.0% | 0.60% | +58.3% |
| Q4 2020 | $473,000 | +14.8% | 16,055 | -2.8% | 0.38% | -5.7% |
| Q3 2020 | $412,000 | – | 16,517 | – | 0.40% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |