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 | $2,580,919 | +105029.1% | 101,611 | +9.0% | 0.16% | +13.0% |
| Q2 2023 | $2,455 | +10.4% | 93,253 | +15.3% | 0.15% | +7.4% |
| Q1 2023 | $2,224 | +9.1% | 80,898 | +7.8% | 0.14% | +7.9% |
| Q4 2022 | $2,039 | -99.9% | 75,066 | +19.3% | 0.13% | +35.5% |
| Q3 2022 | $1,418,000 | -10.2% | 62,921 | +8.2% | 0.09% | -5.1% |
| Q2 2022 | $1,579,000 | -14.7% | 58,132 | -0.3% | 0.10% | 0.0% |
| Q1 2022 | $1,852,000 | -6.7% | 58,321 | -8.4% | 0.10% | 0.0% |
| Q4 2021 | $1,986,000 | -3.9% | 63,692 | -6.2% | 0.10% | -10.1% |
| Q3 2021 | $2,066,000 | -5.5% | 67,901 | +0.6% | 0.11% | -6.8% |
| Q2 2021 | $2,186,000 | +9.2% | 67,472 | +6.1% | 0.12% | -2.5% |
| Q1 2021 | $2,002,000 | – | 63,588 | – | 0.12% | – |
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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% |