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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $753,110 | -24.0% | 29,650 | -21.2% | 0.32% | -17.7% |
| Q2 2023 | $990,797 | -15.7% | 37,630 | -12.0% | 0.38% | -13.5% |
| Q1 2023 | $1,175,060 | +101111.0% | 42,745 | 0.0% | 0.44% | -3.3% |
| Q4 2022 | $1,161 | -99.9% | 42,745 | -8.5% | 0.46% | +5.3% |
| Q3 2022 | $1,052,000 | -27.1% | 46,694 | -12.2% | 0.44% | -21.5% |
| Q2 2022 | $1,444,000 | -81.2% | 53,164 | -74.7% | 0.56% | -78.6% |
| Q1 2022 | $7,696,000 | +731.1% | 210,315 | +608.0% | 2.61% | +765.8% |
| Q4 2021 | $926,000 | +2.4% | 29,704 | 0.0% | 0.30% | -8.0% |
| Q3 2021 | $904,000 | -6.0% | 29,704 | 0.0% | 0.33% | -9.2% |
| Q2 2021 | $962,000 | +2.9% | 29,704 | 0.0% | 0.36% | -7.2% |
| Q1 2021 | $935,000 | +32.4% | 29,704 | +24.0% | 0.39% | +25.6% |
| Q4 2020 | $706,000 | +6.2% | 23,954 | -10.2% | 0.31% | -6.4% |
| Q3 2020 | $665,000 | -2.6% | 26,662 | -2.0% | 0.33% | -7.0% |
| Q2 2020 | $683,000 | +7.4% | 27,197 | -3.3% | 0.36% | -6.6% |
| Q1 2020 | $636,000 | -29.4% | 28,137 | +4.8% | 0.38% | -12.0% |
| Q4 2019 | $901,000 | +8.2% | 26,847 | -0.9% | 0.43% | +2.1% |
| Q3 2019 | $833,000 | +148.7% | 27,082 | +148.5% | 0.42% | +180.1% |
| Q2 2019 | $335,000 | – | 10,898 | – | 0.15% | – |
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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% |