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 | $201,884 | -32.0% | 8,024 | -28.1% | 0.02% | -33.3% |
| Q2 2023 | $296,968 | -20.1% | 11,160 | -17.5% | 0.03% | -17.5% |
| Q1 2023 | $371,802 | -0.9% | 13,525 | -2.1% | 0.04% | -9.1% |
| Q4 2022 | $375,351 | +5.4% | 13,820 | -7.9% | 0.04% | +2.3% |
| Q3 2022 | $356,000 | -14.2% | 15,005 | +0.1% | 0.04% | -14.0% |
| Q2 2022 | $415,000 | -2.6% | 14,986 | +11.6% | 0.05% | 0.0% |
| Q1 2022 | $426,000 | -6.4% | 13,424 | -4.9% | 0.05% | -13.8% |
| Q4 2021 | $455,000 | – | 14,111 | – | 0.06% | – |
Download | ||||||
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% |