ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,115,881 | +8.9% | 83,302 | +12.9% | 1.17% | +5.9% |
| Q2 2023 | $1,942,757 | +25.3% | 73,785 | +31.1% | 1.11% | +13.2% |
| Q1 2023 | $1,550,946 | +6.4% | 56,275 | +4.8% | 0.98% | +2.6% |
| Q4 2022 | $1,458,310 | +50.8% | 53,693 | +25.2% | 0.95% | +45.9% |
| Q3 2022 | $967,000 | +23.7% | 42,902 | +49.0% | 0.65% | +20.9% |
| Q2 2022 | $782,000 | +247.6% | 28,799 | +306.2% | 0.54% | +297.8% |
| Q1 2022 | $225,000 | – | 7,089 | – | 0.14% | – |
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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% |