ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,345 | -85.1% | 249,792 | -84.5% | 0.02% | -84.5% |
| Q2 2023 | $42,531 | +517.1% | 1,615,299 | +544.2% | 0.10% | +470.6% |
| Q1 2023 | $6,892 | +10.2% | 250,742 | +8.9% | 0.02% | +6.2% |
| Q4 2022 | $6,255 | -99.9% | 230,311 | -4.2% | 0.02% | +6.7% |
| Q3 2022 | $5,413,000 | -14.9% | 240,302 | +2.7% | 0.02% | -11.8% |
| Q2 2022 | $6,360,000 | -15.8% | 234,084 | -1.9% | 0.02% | +13.3% |
| Q1 2022 | $7,554,000 | +69.0% | 238,584 | +69.4% | 0.02% | +66.7% |
| Q4 2021 | $4,470,000 | +0.5% | 140,815 | -3.7% | 0.01% | 0.0% |
| Q3 2021 | $4,449,000 | -2.5% | 146,266 | +3.9% | 0.01% | 0.0% |
| Q2 2021 | $4,562,000 | -23.0% | 140,815 | -25.2% | 0.01% | -30.8% |
| Q1 2021 | $5,922,000 | -18.1% | 188,131 | -23.3% | 0.01% | -23.5% |
| Q4 2020 | $7,233,000 | +190.8% | 245,439 | +146.0% | 0.02% | +142.9% |
| Q3 2020 | $2,487,000 | -14.8% | 99,767 | -19.7% | 0.01% | -22.2% |
| Q2 2020 | $2,920,000 | +4.1% | 124,185 | 0.0% | 0.01% | -10.0% |
| Q1 2020 | $2,806,000 | +11.8% | 124,185 | +66.2% | 0.01% | +42.9% |
| Q4 2019 | $2,509,000 | +20.6% | 74,712 | +10.4% | 0.01% | +16.7% |
| Q3 2019 | $2,081,000 | +44.8% | 67,697 | +44.7% | 0.01% | +50.0% |
| Q2 2019 | $1,437,000 | +36.1% | 46,769 | +36.6% | 0.00% | +33.3% |
| Q1 2019 | $1,056,000 | -12.9% | 34,232 | -7.9% | 0.00% | -25.0% |
| Q4 2018 | $1,213,000 | 0.0% | 37,149 | 0.0% | 0.00% | 0.0% |
| Q3 2018 | $1,213,000 | +3.2% | 37,149 | +1.3% | 0.00% | 0.0% |
| Q2 2018 | $1,175,000 | -4.9% | 36,666 | -2.1% | 0.00% | 0.0% |
| Q1 2018 | $1,236,000 | +29.2% | 37,454 | +32.3% | 0.00% | +33.3% |
| Q4 2017 | $957,000 | +2.5% | 28,319 | +2.4% | 0.00% | 0.0% |
| Q3 2017 | $934,000 | +34.8% | 27,655 | +30.1% | 0.00% | 0.0% |
| Q2 2017 | $693,000 | -19.9% | 21,250 | -25.6% | 0.00% | -25.0% |
| Q1 2017 | $865,000 | 0.0% | 28,560 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $865,000 | +15.6% | 28,560 | +12.8% | 0.00% | +33.3% |
| Q3 2016 | $748,000 | +3.5% | 25,310 | -0.5% | 0.00% | 0.0% |
| Q2 2016 | $723,000 | +5.5% | 25,444 | +5.5% | 0.00% | 0.0% |
| Q1 2016 | $685,000 | -9.4% | 24,124 | -8.4% | 0.00% | -25.0% |
| Q4 2015 | $756,000 | -30.8% | 26,339 | -26.6% | 0.00% | -33.3% |
| Q3 2015 | $1,093,000 | -85.4% | 35,893 | -84.7% | 0.01% | -85.4% |
| Q2 2015 | $7,512,000 | -5.2% | 233,848 | -0.3% | 0.04% | -6.8% |
| Q1 2015 | $7,922,000 | +33.9% | 234,509 | +32.9% | 0.04% | +33.3% |
| Q4 2014 | $5,916,000 | -2.1% | 176,519 | +4.2% | 0.03% | -5.7% |
| Q3 2014 | $6,040,000 | -6.0% | 169,482 | +5.2% | 0.04% | -2.8% |
| Q2 2014 | $6,427,000 | +7.6% | 161,118 | +4.3% | 0.04% | -2.7% |
| Q1 2014 | $5,971,000 | +6.7% | 154,509 | +4.8% | 0.04% | +8.8% |
| Q4 2013 | $5,596,000 | +18.2% | 147,484 | +13.0% | 0.03% | +13.3% |
| Q3 2013 | $4,735,000 | +33.5% | 130,569 | +17.1% | 0.03% | +30.4% |
| Q2 2013 | $3,548,000 | – | 111,458 | – | 0.02% | – |
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% |