ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 432 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $529,050 | -1.3% | 19,120 | 0.0% | 0.27% | -21.8% |
| Q1 2024 | $536,125 | +0.2% | 19,120 | 0.0% | 0.34% | -10.8% |
| Q4 2023 | $535,169 | +8.0% | 19,120 | 0.0% | 0.38% | -5.7% |
| Q3 2023 | $495,370 | -2.8% | 19,120 | -1.2% | 0.40% | +14.1% |
| Q2 2023 | $509,749 | -4.2% | 19,360 | 0.0% | 0.35% | -11.9% |
| Q1 2023 | $532,206 | +0.5% | 19,360 | -0.7% | 0.40% | -3.8% |
| Q4 2022 | $529,348 | – | 19,490 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |