ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 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 ↓ |
|---|---|---|---|
| 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% |