ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $202,267 | -93.2% | 7,682 | -94.2% | 0.02% | -91.3% |
| Q3 2022 | $2,983,000 | -9.7% | 132,399 | +8.8% | 0.17% | -10.4% |
| Q2 2022 | $3,305,000 | -1.8% | 121,673 | +14.9% | 0.19% | +17.1% |
| Q1 2022 | $3,364,000 | +45.7% | 105,924 | +43.0% | 0.16% | -29.3% |
| Q4 2021 | $2,309,000 | +35.1% | 74,058 | +31.9% | 0.23% | +157.8% |
| Q3 2021 | $1,709,000 | +14.2% | 56,165 | +21.6% | 0.09% | +28.6% |
| Q2 2021 | $1,496,000 | +17.1% | 46,176 | +13.8% | 0.07% | +7.7% |
| Q1 2021 | $1,277,000 | +45.9% | 40,573 | +36.6% | 0.06% | -66.5% |
| Q4 2020 | $875,000 | +186.9% | 29,702 | +143.1% | 0.19% | +870.0% |
| Q3 2020 | $305,000 | – | 12,216 | – | 0.02% | – |
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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% |