ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $826,457 | -5.6% | 33,218 | -0.1% | 0.00% | -50.0% |
| Q2 2023 | $875,281 | -15.0% | 33,249 | -11.2% | 0.00% | -33.3% |
| Q1 2023 | $1,029,614 | +0.4% | 37,446 | -0.8% | 0.00% | 0.0% |
| Q4 2022 | $1,025,131 | -4.6% | 37,747 | -21.0% | 0.00% | -50.0% |
| Q3 2022 | $1,074,000 | -18.0% | 47,803 | -0.9% | 0.01% | 0.0% |
| Q2 2022 | $1,310,000 | -13.0% | 48,221 | +1.3% | 0.01% | +50.0% |
| Q1 2022 | $1,506,000 | +4.4% | 47,594 | +2.9% | 0.00% | -20.0% |
| Q4 2021 | $1,443,000 | – | 46,271 | – | 0.01% | – |
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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% |