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 | $260,883 | +17.9% | 10,271 | +22.2% | 0.16% | +20.3% |
| Q2 2023 | $221,251 | -5.4% | 8,403 | -1.2% | 0.13% | -11.3% |
| Q1 2023 | $233,825 | +4.9% | 8,506 | +3.6% | 0.15% | -2.0% |
| Q4 2022 | $222,988 | +4.7% | 8,210 | +4.6% | 0.15% | 0.0% |
| Q2 2022 | $213,000 | -16.8% | 7,847 | -2.5% | 0.15% | -6.1% |
| Q1 2022 | $256,000 | +15.3% | 8,049 | +13.0% | 0.16% | +19.0% |
| Q4 2021 | $222,000 | – | 7,126 | – | 0.14% | – |
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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% |