ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,216,719 | -11.2% | 47,691 | -8.4% | 0.02% | -10.5% |
| Q2 2023 | $1,370,786 | -3.2% | 52,062 | +1.0% | 0.02% | -9.5% |
| Q1 2023 | $1,416,802 | -25.2% | 51,539 | -26.1% | 0.02% | -30.0% |
| Q4 2022 | $1,893,446 | +7.5% | 69,714 | -10.9% | 0.03% | 0.0% |
| Q3 2022 | $1,762,028 | -47.4% | 78,208 | -36.6% | 0.03% | -52.4% |
| Q2 2022 | $3,353,000 | +1.6% | 123,416 | +18.8% | 0.06% | +14.5% |
| Q1 2022 | $3,300,000 | – | 103,913 | – | 0.06% | – |
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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% |