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 | $23,266 | -46.1% | 916 | -44.1% | 0.00% | – |
| Q2 2023 | $43,129 | -41.8% | 1,638 | -39.2% | 0.00% | – |
| Q1 2023 | $74,058 | -38.3% | 2,694 | -39.0% | 0.00% | -100.0% |
| Q4 2022 | $119,993 | +135.3% | 4,418 | +97.1% | 0.00% | – |
| Q3 2022 | $51,000 | -16.4% | 2,242 | 0.0% | 0.00% | – |
| Q2 2022 | $61,000 | +10.9% | 2,242 | +28.9% | 0.00% | – |
| Q1 2022 | $55,000 | +150.0% | 1,740 | +151.1% | 0.00% | – |
| Q4 2021 | $22,000 | +120.0% | 693 | +120.0% | 0.00% | – |
| Q2 2021 | $10,000 | -37.5% | 315 | -37.0% | 0.00% | – |
| Q1 2021 | $16,000 | +23.1% | 500 | -6.0% | 0.00% | – |
| Q3 2020 | $13,000 | +8.3% | 532 | +7.5% | 0.00% | – |
| Q2 2020 | $12,000 | -88.3% | 495 | -89.2% | 0.00% | -100.0% |
| Q1 2020 | $103,000 | -42.1% | 4,565 | -13.9% | 0.00% | 0.0% |
| Q4 2019 | $178,000 | -31.0% | 5,300 | -36.9% | 0.00% | -50.0% |
| Q3 2019 | $258,000 | +578.9% | 8,398 | +582.8% | 0.00% | – |
| Q2 2019 | $38,000 | -34.5% | 1,230 | -34.8% | 0.00% | – |
| Q1 2019 | $58,000 | -67.2% | 1,887 | -69.3% | 0.00% | -100.0% |
| Q4 2018 | $177,000 | +331.7% | 6,153 | +386.0% | 0.00% | – |
| Q3 2018 | $41,000 | -72.1% | 1,266 | -72.4% | 0.00% | -100.0% |
| Q2 2018 | $147,000 | +1.4% | 4,581 | +4.6% | 0.00% | 0.0% |
| Q1 2018 | $145,000 | +184.3% | 4,380 | +191.0% | 0.00% | – |
| Q4 2017 | $51,000 | 0.0% | 1,505 | 0.0% | 0.00% | – |
| Q3 2017 | $51,000 | +82.1% | 1,505 | +72.8% | 0.00% | – |
| Q2 2017 | $28,000 | -44.0% | 871 | -44.9% | 0.00% | – |
| Q1 2017 | $50,000 | +35.1% | 1,581 | +27.1% | 0.00% | – |
| Q4 2016 | $37,000 | -5.1% | 1,244 | -5.4% | 0.00% | – |
| Q3 2016 | $39,000 | +30.0% | 1,315 | +27.1% | 0.00% | – |
| Q2 2016 | $30,000 | -30.2% | 1,035 | -30.2% | 0.00% | – |
| Q1 2016 | $43,000 | +104.8% | 1,483 | +98.3% | 0.00% | – |
| Q4 2015 | $21,000 | 0.0% | 748 | 0.0% | 0.00% | – |
| Q3 2015 | $21,000 | -22.2% | 748 | -10.7% | 0.00% | – |
| Q2 2015 | $27,000 | -99.7% | 838 | -99.6% | 0.00% | -100.0% |
| Q1 2015 | $7,890,000 | -0.3% | 234,549 | -0.2% | 0.07% | 0.0% |
| Q4 2014 | $7,916,000 | -1.1% | 234,954 | +5.0% | 0.07% | -6.8% |
| Q3 2014 | $8,005,000 | -18.8% | 223,670 | -9.5% | 0.07% | -18.0% |
| Q2 2014 | $9,859,000 | +1.7% | 247,156 | -1.5% | 0.09% | -2.2% |
| Q1 2014 | $9,691,000 | +9.1% | 250,800 | +7.1% | 0.09% | +5.8% |
| Q4 2013 | $8,886,000 | -28.5% | 234,221 | -31.7% | 0.09% | -32.8% |
| Q3 2013 | $12,429,000 | +10.1% | 342,762 | -3.3% | 0.13% | +6.7% |
| Q2 2013 | $11,284,000 | – | 354,510 | – | 0.12% | – |
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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% |