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 | $1,018,057 | +7.0% | 40,081 | +10.9% | 0.41% | +12.0% |
| Q2 2023 | $951,435 | -3.9% | 36,135 | +0.3% | 0.37% | -6.6% |
| Q1 2023 | $990,025 | +9.2% | 36,014 | +7.9% | 0.39% | +4.8% |
| Q4 2022 | $906,655 | +23.4% | 33,382 | +2.4% | 0.37% | +16.9% |
| Q3 2022 | $734,748 | -14.3% | 32,612 | +3.4% | 0.32% | -9.6% |
| Q2 2022 | $856,925 | -13.9% | 31,551 | +0.6% | 0.35% | -3.8% |
| Q1 2022 | $995,771 | +14.0% | 31,353 | +11.9% | 0.37% | +15.4% |
| Q4 2021 | $873,851 | – | 28,026 | – | 0.32% | – |
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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% |