ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,484 | +66.1% | 9,310 | +72.2% | 0.12% | +70.0% |
| Q2 2023 | $142,350 | +95.8% | 5,406 | +104.4% | 0.07% | +79.5% |
| Q1 2023 | $72,703 | +48.7% | 2,645 | +46.9% | 0.04% | +39.3% |
| Q4 2022 | $48,888 | +43.8% | 1,800 | +18.3% | 0.03% | +40.0% |
| Q3 2022 | $34,000 | -12.8% | 1,522 | +5.5% | 0.02% | -16.7% |
| Q2 2022 | $39,000 | -15.2% | 1,442 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $46,000 | +2.2% | 1,442 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $45,000 | +2.3% | 1,442 | 0.0% | 0.02% | -22.2% |
| Q3 2021 | $44,000 | -13.7% | 1,442 | -8.6% | 0.03% | -12.9% |
| Q2 2021 | $51,000 | – | 1,577 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |