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 | $658 | +0.3% | 25,386 | +2.0% | 0.05% | +2.2% |
| Q2 2023 | $656 | -3.5% | 24,898 | +0.7% | 0.04% | -6.2% |
| Q1 2023 | $680 | +16.6% | 24,728 | +15.3% | 0.05% | +9.1% |
| Q4 2022 | $583 | -99.9% | 21,449 | -7.7% | 0.04% | +7.3% |
| Q3 2022 | $523,000 | +3.6% | 23,232 | +25.0% | 0.04% | +5.1% |
| Q2 2022 | $505,000 | +33.6% | 18,590 | +56.2% | 0.04% | +50.0% |
| Q1 2022 | $378,000 | -3.8% | 11,904 | -7.9% | 0.03% | -10.3% |
| Q3 2021 | $393,000 | +7.1% | 12,923 | +10.8% | 0.03% | -3.3% |
| Q2 2021 | $367,000 | 0.0% | 11,661 | 0.0% | 0.03% | 0.0% |
| Q1 2021 | $367,000 | +64.6% | 11,661 | +54.2% | 0.03% | +57.9% |
| Q4 2020 | $223,000 | – | 7,563 | – | 0.02% | – |
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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% |