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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $67,731 | -3.5% | 2,667 | 0.0% | 0.03% | +7.1% |
| Q2 2023 | $70,211 | -12.5% | 2,667 | -8.7% | 0.03% | -30.0% |
| Q1 2023 | $80,269 | +1.9% | 2,920 | +0.7% | 0.04% | +11.1% |
| Q4 2022 | $78,767 | +21.2% | 2,900 | +1.2% | 0.04% | +9.1% |
| Q3 2022 | $65,000 | -14.5% | 2,866 | +2.3% | 0.03% | -15.4% |
| Q2 2022 | $76,000 | -12.6% | 2,801 | +2.0% | 0.04% | 0.0% |
| Q1 2022 | $87,000 | +2.4% | 2,746 | +1.0% | 0.04% | +14.7% |
| Q4 2021 | $85,000 | +3.7% | 2,720 | +0.9% | 0.03% | -10.5% |
| Q3 2021 | $82,000 | -3.5% | 2,697 | +1.7% | 0.04% | -2.6% |
| Q2 2021 | $85,000 | -2.3% | 2,651 | +1.1% | 0.04% | -9.3% |
| Q1 2021 | $87,000 | +16.0% | 2,622 | +3.3% | 0.04% | +2.4% |
| Q4 2020 | $75,000 | +19.0% | 2,538 | +0.7% | 0.04% | +10.5% |
| Q3 2020 | $63,000 | – | 2,520 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |