ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $4,027,874 | +0.7% | 158,578 | +4.4% | 1.76% | +1.0% |
| Q2 2023 | $4,001,003 | +3.2% | 151,956 | +7.7% | 1.74% | -5.5% |
| Q1 2023 | $3,877,081 | +11.7% | 141,036 | +10.4% | 1.84% | +9.9% |
| Q4 2022 | $3,470,923 | +37.2% | 127,795 | +13.8% | 1.67% | +30.5% |
| Q3 2022 | $2,529,000 | +6.3% | 112,272 | +28.1% | 1.28% | +14.2% |
| Q2 2022 | $2,380,000 | +17.1% | 87,637 | +36.9% | 1.12% | +34.5% |
| Q1 2022 | $2,033,000 | +31.2% | 64,014 | +28.8% | 0.84% | +26.9% |
| Q4 2021 | $1,550,000 | +27.0% | 49,700 | +23.7% | 0.66% | +5.4% |
| Q3 2021 | $1,220,000 | +35.3% | 40,167 | +44.3% | 0.62% | +25.8% |
| Q2 2021 | $902,000 | +185.4% | 27,835 | +176.9% | 0.50% | +118.5% |
| Q1 2021 | $316,000 | – | 10,051 | – | 0.23% | – |
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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% |