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 | $22,600 | -3.5% | 890 | 0.0% | 0.01% | +20.0% |
| Q2 2023 | $23,428 | -11.8% | 890 | -7.9% | 0.01% | -28.6% |
| Q1 2023 | $26,562 | +1.9% | 966 | +0.6% | 0.01% | 0.0% |
| Q4 2022 | $26,062 | +30.3% | 960 | +3.7% | 0.01% | +16.7% |
| Q3 2022 | $20,000 | -20.0% | 926 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $25,000 | -67.1% | 926 | -61.7% | 0.01% | -63.2% |
| Q1 2022 | $76,000 | +1.3% | 2,416 | +0.4% | 0.02% | +5.6% |
| Q4 2021 | $75,000 | +4.2% | 2,407 | +1.0% | 0.02% | 0.0% |
| Q3 2021 | $72,000 | -6.5% | 2,383 | 0.0% | 0.02% | -10.0% |
| Q2 2021 | $77,000 | +4.1% | 2,383 | +0.7% | 0.02% | -4.8% |
| Q1 2021 | $74,000 | -67.0% | 2,367 | -67.8% | 0.02% | -65.6% |
| Q4 2020 | $224,000 | – | 7,352 | – | 0.06% | – |
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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% |