ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. 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 | $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 ↓ |
|---|---|---|---|
| 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% |