ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $739,369 | -15.2% | 29,109 | -12.1% | 0.29% | -15.5% |
| Q2 2023 | $871,760 | -5.6% | 33,109 | -1.5% | 0.34% | -10.5% |
| Q1 2023 | $923,911 | +16.6% | 33,609 | +15.2% | 0.38% | +7.0% |
| Q4 2022 | $792,121 | -28.2% | 29,165 | -40.5% | 0.36% | -35.2% |
| Q3 2022 | $1,104,000 | -43.6% | 49,010 | -32.0% | 0.55% | -35.3% |
| Q2 2022 | $1,959,000 | +25.6% | 72,110 | +46.8% | 0.85% | +42.3% |
| Q1 2022 | $1,560,000 | +13.5% | 49,110 | +11.3% | 0.60% | +10.2% |
| Q4 2021 | $1,375,000 | +2.5% | 44,110 | 0.0% | 0.54% | -6.2% |
| Q3 2021 | $1,342,000 | -6.1% | 44,110 | 0.0% | 0.58% | -5.6% |
| Q2 2021 | $1,429,000 | +2.9% | 44,110 | 0.0% | 0.61% | -9.9% |
| Q1 2021 | $1,389,000 | +6.8% | 44,110 | 0.0% | 0.68% | -6.2% |
| Q4 2020 | $1,300,000 | – | 44,110 | – | 0.72% | – |
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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% |