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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $315,339 | +8.4% | 12,415 | +12.3% | 0.02% | +14.3% |
| Q2 2023 | $291,024 | +0.2% | 11,053 | +4.6% | 0.01% | -12.5% |
| Q1 2023 | $290,339 | +8.1% | 10,562 | +6.8% | 0.02% | 0.0% |
| Q4 2022 | $268,673 | +21.6% | 9,892 | +21.8% | 0.02% | +6.7% |
| Q3 2022 | $221,000 | 0.0% | 8,119 | 0.0% | 0.02% | 0.0% |
| Q2 2022 | $221,000 | +53.5% | 8,119 | +76.1% | 0.02% | +66.7% |
| Q4 2021 | $144,000 | -45.7% | 4,610 | -47.1% | 0.01% | +12.5% |
| Q3 2021 | $265,000 | -0.7% | 8,718 | +5.8% | 0.01% | -11.1% |
| Q2 2021 | $267,000 | +21.9% | 8,238 | +18.6% | 0.01% | +12.5% |
| Q1 2021 | $219,000 | – | 6,945 | – | 0.01% | – |
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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% |