ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,666 | -6.7% | 28,320 | -2.6% | 0.08% | -12.0% |
| Q1 2023 | $799,464 | +9.7% | 29,082 | +8.3% | 0.09% | -4.2% |
| Q4 2022 | $729,029 | +14.8% | 26,842 | -4.7% | 0.10% | +4.3% |
| Q3 2022 | $635,000 | +1.9% | 28,165 | +22.7% | 0.09% | +8.2% |
| Q2 2022 | $623,000 | -5.7% | 22,948 | +8.3% | 0.08% | +18.1% |
| Q4 2021 | $661,000 | +17.0% | 21,187 | +14.0% | 0.07% | -6.5% |
| Q3 2021 | $565,000 | +103.2% | 18,589 | +104.8% | 0.08% | +2.7% |
| Q2 2019 | $278,000 | +1.5% | 9,076 | +8.8% | 0.08% | -21.1% |
| Q3 2018 | $274,000 | – | 8,342 | – | 0.10% | – |
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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% |