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 | $32,039 | -24.3% | 1,294 | -19.5% | 0.00% | 0.0% |
| Q2 2023 | $42,312 | +18.9% | 1,607 | +24.2% | 0.00% | 0.0% |
| Q1 2023 | $35,572 | -94.0% | 1,294 | -94.0% | 0.00% | -90.9% |
| Q4 2022 | $588,149 | +14.9% | 21,655 | -4.7% | 0.01% | +10.0% |
| Q3 2022 | $512,000 | -51.7% | 22,715 | -41.9% | 0.01% | -50.0% |
| Q2 2022 | $1,061,000 | -14.2% | 39,065 | +0.3% | 0.02% | 0.0% |
| Q1 2022 | $1,237,000 | +2.8% | 38,964 | +1.0% | 0.02% | +5.3% |
| Q4 2021 | $1,203,000 | +6.1% | 38,594 | +3.5% | 0.02% | 0.0% |
| Q3 2021 | $1,134,000 | -4.5% | 37,300 | -1.1% | 0.02% | -13.6% |
| Q1 2021 | $1,187,000 | -6.6% | 37,729 | -12.5% | 0.02% | -8.3% |
| Q4 2020 | $1,271,000 | +24.6% | 43,117 | +5.4% | 0.02% | +9.1% |
| Q3 2020 | $1,020,000 | -5.8% | 40,925 | -5.1% | 0.02% | -12.0% |
| Q2 2020 | $1,083,000 | +35.9% | 43,134 | +22.4% | 0.02% | +8.7% |
| Q1 2020 | $797,000 | -33.1% | 35,236 | -0.7% | 0.02% | -14.8% |
| Q4 2019 | $1,191,000 | +12.5% | 35,484 | +3.0% | 0.03% | +3.8% |
| Q3 2019 | $1,059,000 | -5.9% | 34,446 | -6.0% | 0.03% | -3.7% |
| Q2 2019 | $1,125,000 | -0.4% | 36,631 | +0.1% | 0.03% | 0.0% |
| Q1 2019 | $1,129,000 | +36.5% | 36,585 | +26.9% | 0.03% | +12.5% |
| Q4 2018 | $827,000 | -20.9% | 28,838 | -10.1% | 0.02% | -7.7% |
| Q3 2018 | $1,046,000 | +13.0% | 32,063 | +11.0% | 0.03% | +4.0% |
| Q2 2018 | $926,000 | +37.4% | 28,874 | +41.3% | 0.02% | +31.6% |
| Q1 2018 | $674,000 | -32.5% | 20,432 | -30.8% | 0.02% | -32.1% |
| Q4 2017 | $999,000 | +2.8% | 29,541 | +2.7% | 0.03% | 0.0% |
| Q3 2017 | $972,000 | +20.1% | 28,775 | +16.4% | 0.03% | +12.0% |
| Q2 2017 | $809,000 | -9.9% | 24,727 | -13.4% | 0.02% | -10.7% |
| Q1 2017 | $898,000 | -22.9% | 28,551 | -27.6% | 0.03% | -26.3% |
| Q4 2016 | $1,165,000 | +43.8% | 39,423 | +46.0% | 0.04% | +40.7% |
| Q3 2016 | $810,000 | -6.7% | 27,004 | -10.9% | 0.03% | -12.9% |
| Q2 2016 | $868,000 | +5.5% | 30,304 | +6.8% | 0.03% | +3.3% |
| Q1 2016 | $823,000 | +26.8% | 28,384 | +25.5% | 0.03% | +30.4% |
| Q4 2015 | $649,000 | +52.7% | 22,611 | +49.8% | 0.02% | +43.8% |
| Q3 2015 | $425,000 | -34.7% | 15,096 | -25.0% | 0.02% | -27.3% |
| Q2 2015 | $651,000 | +35.3% | 20,123 | +40.6% | 0.02% | +37.5% |
| Q1 2015 | $481,000 | +7.6% | 14,308 | +7.9% | 0.02% | +6.7% |
| Q4 2014 | $447,000 | +14.0% | 13,258 | +20.9% | 0.02% | +15.4% |
| Q3 2014 | $392,000 | +7.1% | 10,966 | +19.4% | 0.01% | +8.3% |
| Q2 2014 | $366,000 | +23.2% | 9,181 | +19.7% | 0.01% | +20.0% |
| Q1 2014 | $297,000 | -7.2% | 7,668 | -9.1% | 0.01% | -9.1% |
| Q4 2013 | $320,000 | -41.8% | 8,440 | -44.3% | 0.01% | -45.0% |
| Q3 2013 | $550,000 | – | 15,158 | – | 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% |