ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $34 | +70.0% | 1,278 | +73.9% | 0.00% | – |
| Q1 2023 | $20 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q4 2022 | $20 | -99.9% | 735 | 0.0% | 0.00% | – |
| Q3 2022 | $17,000 | -15.0% | 735 | 0.0% | 0.00% | – |
| Q2 2022 | $20,000 | -13.0% | 735 | 0.0% | 0.00% | – |
| Q1 2022 | $23,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q4 2021 | $23,000 | +4.5% | 735 | 0.0% | 0.00% | – |
| Q3 2021 | $22,000 | -8.3% | 735 | 0.0% | 0.00% | – |
| Q2 2021 | $24,000 | +4.3% | 735 | 0.0% | 0.00% | – |
| Q1 2021 | $23,000 | +4.5% | 735 | 0.0% | 0.00% | – |
| Q4 2020 | $22,000 | +22.2% | 735 | 0.0% | 0.00% | – |
| Q3 2020 | $18,000 | 0.0% | 735 | 0.0% | 0.00% | – |
| Q2 2020 | $18,000 | -72.3% | 735 | -64.9% | 0.00% | – |
| Q1 2019 | $65,000 | +8.3% | 2,093 | 0.0% | 0.00% | – |
| Q4 2018 | $60,000 | -29.4% | 2,093 | -19.4% | 0.00% | – |
| Q3 2018 | $85,000 | +2.4% | 2,597 | 0.0% | 0.00% | – |
| Q2 2018 | $83,000 | -3.5% | 2,597 | 0.0% | 0.00% | – |
| Q1 2018 | $86,000 | -2.3% | 2,597 | 0.0% | 0.00% | – |
| Q4 2017 | $88,000 | -48.8% | 2,597 | -49.0% | 0.00% | -100.0% |
| Q3 2017 | $172,000 | +28.4% | 5,097 | +24.4% | 0.00% | 0.0% |
| Q2 2017 | $134,000 | +112.7% | 4,097 | +104.8% | 0.00% | – |
| Q1 2017 | $63,000 | +687.5% | 2,000 | +651.9% | 0.00% | – |
| Q3 2016 | $8,000 | 0.0% | 266 | 0.0% | 0.00% | – |
| Q2 2016 | $8,000 | -91.4% | 266 | -91.7% | 0.00% | -100.0% |
| Q1 2016 | $93,000 | -67.7% | 3,200 | -68.1% | 0.00% | -50.0% |
| Q4 2015 | $288,000 | +18.5% | 10,025 | +39.2% | 0.00% | +100.0% |
| Q4 2014 | $243,000 | -52.9% | 7,200 | -50.0% | 0.00% | -50.0% |
| Q3 2014 | $516,000 | – | 14,400 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |