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 | $10,847,737 | -4.2% | 411,992 | +0.0% | 2.89% | -4.1% |
| Q1 2023 | $11,324,355 | +651.7% | 411,945 | +642.6% | 3.01% | +643.2% |
| Q4 2022 | $1,506,552 | +122.2% | 55,470 | +84.2% | 0.40% | +116.6% |
| Q3 2022 | $678,000 | -10.4% | 30,106 | +8.0% | 0.19% | +0.5% |
| Q2 2022 | $757,000 | -17.2% | 27,864 | -3.2% | 0.19% | -2.1% |
| Q1 2022 | $914,000 | +15.5% | 28,773 | +10.6% | 0.19% | +8.0% |
| Q3 2021 | $791,000 | -0.4% | 26,009 | +6.2% | 0.18% | -6.4% |
| Q2 2021 | $794,000 | +79300.0% | 24,499 | +2.2% | 0.19% | +18700.0% |
| Q1 2021 | $1,000 | -99.9% | 23,960 | +0.1% | 0.00% | -99.5% |
| Q4 2020 | $705,000 | +30.3% | 23,936 | +10.3% | 0.19% | +33.6% |
| Q3 2020 | $541,000 | +52.8% | 21,706 | +53.8% | 0.14% | +44.4% |
| Q2 2020 | $354,000 | – | 14,117 | – | 0.10% | – |
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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% |