ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $525,000 | -97.4% | 15,918 | -97.4% | 0.07% | -97.3% |
| Q4 2017 | $20,500,000 | +2.9% | 606,680 | +2.8% | 2.74% | -3.6% |
| Q3 2017 | $19,930,000 | +2.5% | 590,335 | -0.7% | 2.84% | +0.3% |
| Q2 2017 | $19,442,000 | +2.8% | 594,208 | -1.1% | 2.84% | +0.9% |
| Q1 2017 | $18,909,000 | +8.2% | 601,057 | +1.7% | 2.81% | +1.1% |
| Q4 2016 | $17,478,000 | -54.9% | 591,264 | -52.5% | 2.78% | -15.8% |
| Q3 2016 | $38,777,000 | +122.3% | 1,243,845 | +104.2% | 3.30% | +12.2% |
| Q2 2016 | $17,443,000 | -1.4% | 609,243 | -0.2% | 2.94% | -2.8% |
| Q1 2016 | $17,691,000 | +0.1% | 610,261 | -0.9% | 3.02% | -3.0% |
| Q4 2015 | $17,681,000 | -4.2% | 615,834 | -6.2% | 3.12% | -12.2% |
| Q3 2015 | $18,460,000 | -9.7% | 656,252 | +3.7% | 3.55% | -0.9% |
| Q2 2015 | $20,453,000 | -0.6% | 632,633 | +3.4% | 3.59% | -2.7% |
| Q1 2015 | $20,580,000 | +89.0% | 611,778 | +89.3% | 3.69% | +87.0% |
| Q4 2014 | $10,888,000 | -3.5% | 323,194 | +2.5% | 1.97% | -12.0% |
| Q3 2014 | $11,283,000 | -4.3% | 315,251 | +6.6% | 2.24% | -6.5% |
| Q2 2014 | $11,793,000 | -62.1% | 295,642 | -63.3% | 2.40% | +4.3% |
| Q1 2014 | $31,135,000 | +10.0% | 805,782 | +8.0% | 2.30% | +5.0% |
| Q4 2013 | $28,301,000 | +248.6% | 745,929 | +233.2% | 2.19% | +5.4% |
| Q3 2013 | $8,118,000 | +21.9% | 223,882 | +7.0% | 2.08% | +17.0% |
| Q2 2013 | $6,658,000 | – | 209,178 | – | 1.77% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |