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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,951,274 | +109409.2% | 116,192 | +13.5% | 0.13% | +16.1% |
| Q2 2023 | $2,695 | +31.1% | 102,351 | +36.9% | 0.11% | +23.1% |
| Q1 2023 | $2,055 | +4.2% | 74,753 | +3.0% | 0.09% | +1.1% |
| Q4 2022 | $1,972 | -99.9% | 72,589 | +13.3% | 0.09% | +28.6% |
| Q3 2022 | $1,443,000 | -14.4% | 64,059 | +3.2% | 0.07% | -10.3% |
| Q2 2022 | $1,685,000 | -9.7% | 62,056 | +5.7% | 0.08% | +6.8% |
| Q1 2022 | $1,866,000 | +13.2% | 58,728 | +11.0% | 0.07% | +23.7% |
| Q4 2021 | $1,649,000 | +3.8% | 52,900 | +1.3% | 0.06% | -3.3% |
| Q3 2021 | $1,588,000 | -2.3% | 52,199 | +4.0% | 0.06% | -1.6% |
| Q2 2021 | $1,626,000 | +11.2% | 50,186 | +8.1% | 0.06% | +6.9% |
| Q1 2021 | $1,462,000 | +21.4% | 46,417 | +13.7% | 0.06% | +13.7% |
| Q4 2020 | $1,204,000 | +43.3% | 40,840 | +21.2% | 0.05% | +30.8% |
| Q3 2020 | $840,000 | +20.0% | 33,687 | +20.8% | 0.04% | +14.7% |
| Q2 2020 | $700,000 | – | 27,880 | – | 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% |