ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $255,472 | +5.7% | 9,111 | +5.5% | 0.04% | +30.3% |
| Q4 2023 | $241,750 | +3.2% | 8,637 | -6.4% | 0.03% | -5.7% |
| 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. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |