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 2022 | $212,000 | -59.8% | 9,406 | -51.5% | 0.03% | -57.1% |
| Q2 2022 | $527,000 | +149.8% | 19,408 | +192.1% | 0.06% | +215.0% |
| Q1 2022 | $211,000 | +1.9% | 6,645 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $207,000 | -12.3% | 6,654 | -8.5% | 0.02% | -16.7% |
| Q2 2021 | $236,000 | +0.9% | 7,276 | -2.1% | 0.02% | 0.0% |
| Q1 2021 | $234,000 | -3.3% | 7,433 | -5.3% | 0.02% | -38.5% |
| Q1 2019 | $242,000 | -16.6% | 7,847 | -22.3% | 0.04% | -27.8% |
| Q4 2018 | $290,000 | -53.8% | 10,099 | -47.5% | 0.05% | -47.1% |
| Q3 2018 | $628,000 | -16.6% | 19,249 | -18.1% | 0.10% | -22.1% |
| Q2 2018 | $753,000 | +70.4% | 23,492 | +75.4% | 0.13% | +17.0% |
| Q1 2018 | $442,000 | – | 13,392 | – | 0.11% | – |
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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% |