ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $656,031 | -6.4% | 25,828 | -3.0% | 0.06% | 0.0% |
| Q2 2023 | $700,878 | -5.1% | 26,619 | -1.0% | 0.06% | -3.0% |
| Q1 2023 | $738,904 | +6.6% | 26,879 | +5.3% | 0.07% | +4.7% |
| Q4 2022 | $693,205 | +16.5% | 25,523 | -3.4% | 0.06% | +12.3% |
| Q3 2022 | $595,000 | -6.6% | 26,419 | +12.6% | 0.06% | 0.0% |
| Q2 2022 | $637,000 | +22.5% | 23,456 | +43.3% | 0.06% | +39.0% |
| Q1 2022 | $520,000 | +18.5% | 16,373 | +16.4% | 0.04% | +20.6% |
| Q4 2021 | $439,000 | +2.3% | 14,069 | -0.2% | 0.03% | 0.0% |
| Q3 2021 | $429,000 | -9.7% | 14,091 | -4.0% | 0.03% | -10.5% |
| Q2 2021 | $475,000 | +7.0% | 14,675 | +4.2% | 0.04% | +2.7% |
| Q1 2021 | $444,000 | +6.2% | 14,089 | -0.7% | 0.04% | -2.6% |
| Q4 2020 | $418,000 | -7.7% | 14,183 | -22.0% | 0.04% | -15.6% |
| Q3 2020 | $453,000 | -1.1% | 18,180 | -0.4% | 0.04% | -4.3% |
| Q2 2020 | $458,000 | -6.7% | 18,251 | -16.1% | 0.05% | -20.3% |
| Q1 2020 | $491,000 | -28.4% | 21,742 | +6.3% | 0.06% | -9.2% |
| Q4 2019 | $686,000 | +0.6% | 20,444 | -7.8% | 0.06% | -3.0% |
| Q3 2019 | $682,000 | +3.0% | 22,185 | +3.0% | 0.07% | +3.1% |
| Q2 2019 | $662,000 | +10.0% | 21,545 | +10.4% | 0.06% | +6.6% |
| Q1 2019 | $602,000 | +93.6% | 19,515 | +80.4% | 0.06% | +74.3% |
| Q4 2018 | $311,000 | -5.2% | 10,820 | +7.6% | 0.04% | +6.1% |
| Q3 2018 | $328,000 | +0.9% | 10,060 | -0.6% | 0.03% | -13.2% |
| Q2 2018 | $325,000 | -4.4% | 10,125 | -1.6% | 0.04% | +2.7% |
| Q1 2018 | $340,000 | +0.9% | 10,285 | +3.2% | 0.04% | 0.0% |
| Q4 2017 | $337,000 | +17.8% | 9,965 | +17.7% | 0.04% | +12.1% |
| Q3 2017 | $286,000 | +13.0% | 8,465 | +9.7% | 0.03% | +13.8% |
| Q2 2017 | $253,000 | +4.1% | 7,720 | 0.0% | 0.03% | 0.0% |
| Q1 2017 | $243,000 | +14.6% | 7,720 | +2.4% | 0.03% | -3.3% |
| Q3 2015 | $212,000 | -38.0% | 7,540 | -28.8% | 0.03% | -34.8% |
| Q2 2015 | $342,000 | -3.9% | 10,590 | 0.0% | 0.05% | -2.1% |
| Q1 2015 | $356,000 | +0.6% | 10,590 | +1.0% | 0.05% | -2.1% |
| Q4 2014 | $354,000 | -27.3% | 10,490 | -22.9% | 0.05% | -30.4% |
| Q3 2014 | $487,000 | -4.5% | 13,600 | +6.3% | 0.07% | +19.0% |
| Q2 2014 | $510,000 | +7.4% | 12,790 | +4.0% | 0.06% | +5.5% |
| Q1 2014 | $475,000 | +109.3% | 12,300 | +105.0% | 0.06% | +103.7% |
| Q4 2013 | $227,000 | – | 6,000 | – | 0.03% | – |
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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% |