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 | $2,496,947 | +5.0% | 98,305 | +8.8% | 2.27% | +9.3% |
| Q2 2023 | $2,378,284 | +97.4% | 90,326 | +106.1% | 2.08% | +99.0% |
| Q1 2023 | $1,204,777 | +445.1% | 43,826 | +528.4% | 1.04% | +528.9% |
| Q1 2022 | $221,000 | +4.7% | 6,974 | +3.2% | 0.17% | +6.4% |
| Q4 2021 | $211,000 | -30.6% | 6,761 | -32.4% | 0.16% | -31.9% |
| Q3 2021 | $304,000 | -10.1% | 10,007 | -4.0% | 0.23% | -7.3% |
| Q2 2021 | $338,000 | – | 10,427 | – | 0.25% | – |
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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% |