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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $234,340 | -3.5% | 9,226 | 0.0% | 0.04% | +12.9% |
| Q2 2023 | $242,921 | -7.2% | 9,226 | -3.1% | 0.03% | -8.8% |
| Q1 2023 | $261,870 | -4.0% | 9,526 | -5.1% | 0.03% | -10.5% |
| Q4 2022 | $272,768 | +29.9% | 10,043 | +7.5% | 0.04% | +11.8% |
| Q3 2022 | $210,000 | -20.8% | 9,343 | -4.3% | 0.03% | -17.1% |
| Q2 2022 | $265,000 | -34.6% | 9,764 | -23.5% | 0.04% | -25.5% |
| Q1 2022 | $405,000 | +1.8% | 12,767 | 0.0% | 0.06% | +3.8% |
| Q4 2021 | $398,000 | -1.2% | 12,767 | 0.0% | 0.05% | -1.9% |
| Q3 2021 | $403,000 | -2.7% | 12,767 | 0.0% | 0.05% | -5.3% |
| Q2 2021 | $414,000 | +2.5% | 12,767 | -0.6% | 0.06% | -5.0% |
| Q1 2021 | $404,000 | +11.6% | 12,845 | +4.6% | 0.06% | -3.2% |
| Q4 2020 | $362,000 | – | 12,280 | – | 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% |