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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $589,664 | +10.2% | 21,067 | 0.0% | 0.12% | -0.8% |
| Q3 2023 | $535,102 | -3.5% | 21,067 | 0.0% | 0.12% | +3.4% |
| Q2 2023 | $554,694 | +45.4% | 21,067 | +51.8% | 0.12% | +35.2% |
| Q1 2023 | $381,478 | +116917.8% | 13,877 | +15.7% | 0.09% | +18.9% |
| Q4 2022 | $326 | -99.9% | 11,991 | 0.0% | 0.07% | +10.4% |
| Q3 2022 | $270,000 | -25.4% | 11,991 | -10.0% | 0.07% | -19.3% |
| Q2 2022 | $362,000 | -13.8% | 13,322 | +0.8% | 0.08% | +2.5% |
| Q1 2022 | $420,000 | +6.9% | 13,222 | +5.0% | 0.08% | +14.1% |
| Q4 2021 | $393,000 | +12.0% | 12,595 | +9.3% | 0.07% | +6.0% |
| Q3 2021 | $351,000 | +37.1% | 11,525 | +45.8% | 0.07% | +36.7% |
| Q2 2021 | $256,000 | -0.8% | 7,902 | -3.5% | 0.05% | -5.8% |
| Q1 2021 | $258,000 | +6.6% | 8,187 | -0.1% | 0.05% | +2.0% |
| Q4 2020 | $242,000 | +18.6% | 8,197 | +0.2% | 0.05% | +4.1% |
| Q3 2020 | $204,000 | -0.5% | 8,180 | 0.0% | 0.05% | -9.3% |
| Q2 2020 | $205,000 | -25.5% | 8,180 | 0.0% | 0.05% | -12.9% |
| Q4 2019 | $275,000 | +10.0% | 8,180 | +0.7% | 0.06% | +1.6% |
| Q3 2019 | $250,000 | +15.7% | 8,123 | +15.4% | 0.06% | +22.0% |
| Q2 2019 | $216,000 | -0.5% | 7,038 | 0.0% | 0.05% | -3.8% |
| Q1 2019 | $217,000 | +7.4% | 7,038 | 0.0% | 0.05% | -10.3% |
| Q4 2018 | $202,000 | -46.1% | 7,038 | -38.8% | 0.06% | -30.1% |
| Q3 2018 | $375,000 | +1.6% | 11,498 | 0.0% | 0.08% | -6.7% |
| Q2 2018 | $369,000 | -2.9% | 11,498 | 0.0% | 0.09% | -2.2% |
| Q1 2018 | $380,000 | -2.3% | 11,498 | 0.0% | 0.09% | +7.1% |
| Q4 2017 | $389,000 | +53.1% | 11,498 | +52.8% | 0.08% | +46.6% |
| Q3 2017 | $254,000 | – | 7,523 | – | 0.06% | – |
Download | ||||||
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% |