ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,880,589 | -7.8% | 67,965 | -6.5% | 0.06% | -8.6% |
| Q1 2024 | $2,038,960 | +14.2% | 72,716 | +14.0% | 0.07% | +6.1% |
| Q4 2023 | $1,784,979 | +0.5% | 63,772 | -8.8% | 0.07% | -9.6% |
| Q3 2023 | $1,776,654 | -2.4% | 69,947 | +1.2% | 0.07% | +1.4% |
| Q2 2023 | $1,820,000 | -11.2% | 69,102 | -7.3% | 0.07% | -12.2% |
| Q1 2023 | $2,050,000 | +99.2% | 74,565 | +96.9% | 0.08% | +105.0% |
| Q4 2022 | $1,029,000 | -60.0% | 37,874 | -66.9% | 0.04% | -63.6% |
| Q3 2022 | $2,574,000 | -37.4% | 114,253 | -24.5% | 0.11% | -32.9% |
| Q2 2022 | $4,109,000 | +13.9% | 151,301 | +33.1% | 0.16% | +33.3% |
| Q1 2022 | $3,609,000 | +0.6% | 113,638 | -1.2% | 0.12% | +8.8% |
| Q4 2021 | $3,588,000 | +2.3% | 115,065 | -0.2% | 0.11% | -8.1% |
| Q3 2021 | $3,506,000 | -4.3% | 115,247 | +2.0% | 0.12% | +5.1% |
| Q2 2021 | $3,662,000 | +4.7% | 113,021 | +1.7% | 0.12% | -1.7% |
| Q1 2021 | $3,498,000 | +9.3% | 111,110 | +2.3% | 0.12% | +11.2% |
| Q4 2020 | $3,200,000 | +196.8% | 108,595 | +151.2% | 0.11% | +167.5% |
| Q3 2020 | $1,078,000 | +10.6% | 43,232 | +11.4% | 0.04% | +8.1% |
| Q2 2020 | $975,000 | +7.5% | 38,821 | -3.2% | 0.04% | +2.8% |
| Q1 2020 | $907,000 | -25.9% | 40,116 | +10.0% | 0.04% | -7.7% |
| Q4 2019 | $1,224,000 | +7.9% | 36,468 | -1.1% | 0.04% | +5.4% |
| Q3 2019 | $1,134,000 | -29.9% | 36,887 | -30.0% | 0.04% | -28.8% |
| Q2 2019 | $1,618,000 | -5.9% | 52,665 | -5.5% | 0.05% | -5.5% |
| Q1 2019 | $1,720,000 | +58.5% | 55,731 | +47.4% | 0.06% | +48.6% |
| Q4 2018 | $1,085,000 | -48.8% | 37,814 | -41.8% | 0.04% | -38.3% |
| Q3 2018 | $2,121,000 | – | 65,011 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |