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 2024 | $4,374,106 | -7.8% | 158,081 | -6.5% | 0.04% | -9.3% |
Q1 2024 | $4,742,931 | -5.3% | 169,148 | -5.4% | 0.04% | -12.2% |
Q4 2023 | $5,006,319 | -6.6% | 178,860 | -15.2% | 0.05% | -15.5% |
Q3 2023 | $5,358,172 | -6.2% | 210,951 | -2.8% | 0.06% | -3.3% |
Q2 2023 | $5,714,740 | -2.3% | 217,042 | +2.1% | 0.06% | -9.1% |
Q1 2023 | $5,846,782 | +4.8% | 212,512 | +3.7% | 0.07% | 0.0% |
Q4 2022 | $5,580,419 | +22.8% | 205,009 | +1.8% | 0.07% | +10.0% |
Q3 2022 | $4,545,000 | -38.4% | 201,461 | -25.9% | 0.06% | -35.5% |
Q2 2022 | $7,382,000 | -3.4% | 271,787 | +13.0% | 0.09% | +12.0% |
Q1 2022 | $7,638,000 | +8.2% | 240,483 | +6.2% | 0.08% | +10.7% |
Q4 2021 | $7,061,000 | +6.2% | 226,465 | +3.7% | 0.08% | -2.6% |
Q3 2021 | $6,646,000 | -5.9% | 218,483 | +0.2% | 0.08% | -7.2% |
Q2 2021 | $7,065,000 | +66.9% | 218,051 | +62.2% | 0.08% | +53.7% |
Q1 2021 | $4,232,000 | +146.8% | 134,425 | +132.2% | 0.05% | +107.7% |
Q4 2020 | $1,715,000 | +11.0% | 57,899 | -6.6% | 0.03% | -3.7% |
Q3 2020 | $1,545,000 | -8.7% | 61,962 | -8.1% | 0.03% | -15.6% |
Q2 2020 | $1,693,000 | -44.9% | 67,409 | -50.6% | 0.03% | -46.7% |
Q1 2020 | $3,072,000 | -25.9% | 136,385 | +10.5% | 0.06% | -10.4% |
Q4 2019 | $4,144,000 | -22.5% | 123,456 | -29.0% | 0.07% | -30.2% |
Q3 2019 | $5,346,000 | +16.3% | 173,911 | +16.2% | 0.10% | +11.6% |
Q2 2019 | $4,597,000 | -10.4% | 149,627 | -10.0% | 0.09% | -2.3% |
Q1 2019 | $5,133,000 | -17.2% | 166,335 | -23.0% | 0.09% | -27.3% |
Q4 2018 | $6,203,000 | -19.8% | 216,050 | -8.8% | 0.12% | -12.3% |
Q3 2018 | $7,730,000 | +6.7% | 236,912 | +4.9% | 0.14% | -2.8% |
Q2 2018 | $7,242,000 | -0.3% | 225,946 | +2.7% | 0.14% | -5.3% |
Q1 2018 | $7,261,000 | +69.2% | 219,950 | +73.1% | 0.15% | +66.7% |
Q4 2017 | $4,292,000 | +5.5% | 127,031 | +5.4% | 0.09% | +12.5% |
Q3 2017 | $4,068,000 | +5.4% | 120,526 | +2.1% | 0.08% | -8.0% |
Q2 2017 | $3,861,000 | +7.7% | 118,018 | +3.6% | 0.09% | 0.0% |
Q1 2017 | $3,584,000 | +10.8% | 113,937 | +4.0% | 0.09% | +19.2% |
Q4 2016 | $3,236,000 | +1.7% | 109,517 | +3.2% | 0.07% | -7.6% |
Q3 2016 | $3,182,000 | +10.4% | 106,164 | +5.4% | 0.08% | -7.1% |
Q2 2016 | $2,883,000 | +59.7% | 100,727 | +61.7% | 0.08% | +51.8% |
Q1 2016 | $1,805,000 | +1.0% | 62,278 | +0.0% | 0.06% | -3.4% |
Q4 2015 | $1,787,000 | +582.1% | 62,276 | +567.1% | 0.06% | +544.4% |
Q3 2015 | $262,000 | -6.8% | 9,335 | +7.1% | 0.01% | 0.0% |
Q2 2015 | $281,000 | +43.4% | 8,715 | +49.1% | 0.01% | +50.0% |
Q1 2015 | $196,000 | +45.2% | 5,845 | +45.7% | 0.01% | +50.0% |
Q4 2014 | $135,000 | +90.1% | 4,013 | +101.0% | 0.00% | +100.0% |
Q3 2014 | $71,000 | -7.8% | 1,997 | +3.3% | 0.00% | -33.3% |
Q2 2014 | $77,000 | -12.5% | 1,934 | -15.8% | 0.00% | 0.0% |
Q1 2014 | $88,000 | -45.7% | 2,296 | -46.6% | 0.00% | -50.0% |
Q4 2013 | $162,000 | +48.6% | 4,296 | +41.7% | 0.01% | +20.0% |
Q3 2013 | $109,000 | +11.2% | 3,031 | -1.6% | 0.01% | 0.0% |
Q2 2013 | $98,000 | – | 3,079 | – | 0.01% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |