ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,576 | -3.5% | 1,440 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $37,915 | +8.6% | 1,440 | +13.4% | 0.00% | 0.0% |
| Q1 2023 | $34,912 | +99.3% | 1,270 | +96.9% | 0.00% | 0.0% |
| Q4 2022 | $17,518 | +25.1% | 645 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $14,000 | -17.6% | 645 | 0.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 645 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | 0.0% | 645 | 0.0% | 0.00% | 0.0% |
| Q4 2021 | $20,000 | +5.3% | 645 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $19,000 | -5.0% | 645 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $20,000 | -83.1% | 645 | -83.3% | 0.00% | -80.0% |
| Q3 2019 | $118,000 | -16.3% | 3,870 | -15.8% | 0.01% | -16.7% |
| Q2 2019 | $141,000 | 0.0% | 4,595 | 0.0% | 0.01% | -14.3% |
| Q1 2019 | $141,000 | +2.2% | 4,595 | -4.7% | 0.01% | -12.5% |
| Q4 2018 | $138,000 | -12.1% | 4,820 | 0.0% | 0.01% | +14.3% |
| Q3 2018 | $157,000 | +1.9% | 4,820 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $154,000 | +30.5% | 4,820 | +34.6% | 0.01% | +16.7% |
| Q1 2018 | $118,000 | +210.5% | 3,580 | +20.1% | 0.01% | +200.0% |
| Q4 2017 | $38,000 | -62.0% | 2,980 | 0.0% | 0.00% | -60.0% |
| Q3 2017 | $100,000 | +3.1% | 2,980 | 0.0% | 0.01% | 0.0% |
| Q2 2017 | $97,000 | +4.3% | 2,980 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $93,000 | +2.2% | 2,980 | -3.2% | 0.01% | 0.0% |
| Q4 2016 | $91,000 | -4.2% | 3,080 | -3.8% | 0.01% | 0.0% |
| Q3 2016 | $95,000 | 0.0% | 3,200 | -4.0% | 0.01% | -16.7% |
| Q2 2016 | $95,000 | -4.0% | 3,335 | -2.3% | 0.01% | -14.3% |
| Q1 2016 | $99,000 | – | 3,415 | – | 0.01% | – |
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% |