ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. 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 | $907,399 | -9.3% | 35,724 | -6.0% | 0.35% | -3.9% |
| Q2 2023 | $1,000,419 | -3.9% | 37,995 | +0.3% | 0.36% | -4.2% |
| Q1 2023 | $1,041,549 | +71.6% | 37,888 | +40.6% | 0.38% | +74.5% |
| Q3 2022 | $607,000 | -8.2% | 26,939 | +10.7% | 0.22% | -14.6% |
| Q2 2022 | $661,000 | -2.7% | 24,344 | +13.8% | 0.25% | +27.8% |
| Q1 2022 | $679,000 | +3.7% | 21,390 | +1.8% | 0.20% | -10.4% |
| Q4 2021 | $655,000 | – | 21,005 | – | 0.22% | – |
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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% |