ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,833 | -12.8% | 229,659 | -9.6% | 0.03% | -13.5% |
| Q2 2023 | $6,691 | +6.5% | 254,129 | +11.2% | 0.04% | -15.9% |
| Q1 2023 | $6,284 | +15.3% | 228,583 | +13.9% | 0.04% | +22.2% |
| Q4 2022 | $5,452 | -99.9% | 200,721 | -13.2% | 0.04% | -10.0% |
| Q3 2022 | $5,212,000 | -39.2% | 231,352 | -26.7% | 0.04% | -38.5% |
| Q2 2022 | $8,572,000 | +1.6% | 315,608 | +18.8% | 0.06% | +8.3% |
| Q1 2022 | $8,440,000 | +48.0% | 265,755 | +45.4% | 0.06% | +46.3% |
| Q4 2021 | $5,701,000 | +2.1% | 182,829 | -0.4% | 0.04% | -6.8% |
| Q3 2021 | $5,583,000 | -34.1% | 183,542 | -29.8% | 0.04% | -38.0% |
| Q2 2021 | $8,469,000 | +45.4% | 261,395 | +41.3% | 0.07% | +26.8% |
| Q1 2021 | $5,824,000 | +36.3% | 185,018 | +27.6% | 0.06% | +21.7% |
| Q4 2020 | $4,272,000 | +19.6% | 144,969 | +1.2% | 0.05% | +2.2% |
| Q3 2020 | $3,571,000 | -27.2% | 143,260 | -26.6% | 0.04% | -31.8% |
| Q2 2020 | $4,905,000 | -34.6% | 195,269 | -41.1% | 0.07% | -48.8% |
| Q1 2020 | $7,498,000 | -11.8% | 331,771 | +31.1% | 0.13% | +5.7% |
| Q4 2019 | $8,498,000 | +18.8% | 253,144 | +8.7% | 0.12% | +6.1% |
| Q3 2019 | $7,156,000 | -48.3% | 232,783 | -48.4% | 0.12% | -42.2% |
| Q2 2019 | $13,848,000 | +4.9% | 450,782 | +5.4% | 0.20% | -2.5% |
| Q1 2019 | $13,198,000 | +3.5% | 427,676 | -3.7% | 0.20% | -10.9% |
| Q4 2018 | $12,757,000 | -9.1% | 444,330 | +3.3% | 0.23% | -3.4% |
| Q3 2018 | $14,038,000 | +62.2% | 430,214 | +59.3% | 0.24% | +25.4% |
| Q2 2018 | $8,656,000 | +2.1% | 270,073 | +5.2% | 0.19% | +5.6% |
| Q1 2018 | $8,476,000 | -16.5% | 256,757 | -14.5% | 0.18% | -7.3% |
| Q4 2017 | $10,145,000 | +14.7% | 300,225 | +14.6% | 0.19% | +5.5% |
| Q3 2017 | $8,847,000 | +35.9% | 262,054 | +31.7% | 0.18% | +46.4% |
| Q2 2017 | $6,512,000 | +3076.6% | 199,033 | +2693.4% | 0.12% | -34.2% |
| Q4 2015 | $205,000 | -12.4% | 7,125 | -14.2% | 0.19% | -20.2% |
| Q3 2015 | $234,000 | -90.4% | 8,307 | -89.0% | 0.24% | -90.5% |
| Q2 2015 | $2,437,000 | – | 75,375 | – | 2.50% | – |
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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% |