ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $384,365 | -4.2% | 14,598 | 0.0% | 0.24% | -8.2% |
| Q1 2023 | $401,299 | +93.9% | 14,598 | +91.1% | 0.26% | +100.0% |
| Q2 2022 | $207,000 | -11.9% | 7,639 | +3.0% | 0.13% | +8.5% |
| Q1 2022 | $235,000 | +6.8% | 7,413 | +5.2% | 0.12% | +9.3% |
| Q4 2021 | $220,000 | +2.8% | 7,047 | 0.0% | 0.11% | -5.3% |
| Q3 2021 | $214,000 | -6.1% | 7,047 | 0.0% | 0.11% | -5.0% |
| Q2 2021 | $228,000 | – | 7,047 | – | 0.12% | – |
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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% |