ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,291,405 | -6.1% | 405,173 | -2.7% | 0.01% | 0.0% |
Q2 2023 | $10,962,467 | -14.5% | 416,349 | -10.8% | 0.01% | -18.2% |
Q1 2023 | $12,825,461 | +7.3% | 466,550 | +6.0% | 0.01% | 0.0% |
Q4 2022 | $11,953,000 | +11.2% | 440,094 | -7.8% | 0.01% | 0.0% |
Q3 2022 | $10,751,000 | -18.5% | 477,196 | -1.7% | 0.01% | -15.4% |
Q2 2022 | $13,188,000 | -3.5% | 485,568 | +12.8% | 0.01% | +8.3% |
Q1 2022 | $13,666,000 | +12.5% | 430,304 | +10.5% | 0.01% | +20.0% |
Q4 2021 | $12,144,000 | +4.2% | 389,469 | +1.6% | 0.01% | 0.0% |
Q3 2021 | $11,660,000 | -3.0% | 383,309 | +3.3% | 0.01% | -9.1% |
Q2 2021 | $12,026,000 | +16.4% | 371,179 | +13.1% | 0.01% | +10.0% |
Q1 2021 | $10,333,000 | +33.4% | 328,231 | +24.9% | 0.01% | +25.0% |
Q4 2020 | $7,747,000 | +34.4% | 262,882 | +13.7% | 0.01% | +14.3% |
Q3 2020 | $5,764,000 | -8.0% | 231,226 | -7.3% | 0.01% | -12.5% |
Q2 2020 | $6,267,000 | +20.4% | 249,501 | +8.3% | 0.01% | 0.0% |
Q1 2020 | $5,207,000 | -64.2% | 230,410 | -46.8% | 0.01% | -55.6% |
Q4 2019 | $14,545,000 | -1.0% | 433,280 | -9.3% | 0.02% | -10.0% |
Q3 2019 | $14,692,000 | -7.3% | 477,947 | -7.4% | 0.02% | -13.0% |
Q2 2019 | $15,848,000 | +0.9% | 515,879 | +1.3% | 0.02% | -4.2% |
Q1 2019 | $15,713,000 | -5.0% | 509,179 | -11.6% | 0.02% | -17.2% |
Q4 2018 | $16,533,000 | +77.2% | 575,867 | +101.4% | 0.03% | +107.1% |
Q3 2018 | $9,330,000 | +5.9% | 285,932 | +4.0% | 0.01% | -6.7% |
Q2 2018 | $8,809,000 | -66.2% | 274,837 | -65.2% | 0.02% | -68.1% |
Q1 2018 | $26,051,000 | +1.9% | 789,171 | +4.3% | 0.05% | 0.0% |
Q4 2017 | $25,567,000 | +2.9% | 756,650 | +2.8% | 0.05% | -6.0% |
Q3 2017 | $24,842,000 | +7.4% | 735,845 | +4.1% | 0.05% | 0.0% |
Q2 2017 | $23,120,000 | +8.5% | 706,597 | +4.3% | 0.05% | +2.0% |
Q1 2017 | $21,312,000 | +20.0% | 677,423 | +12.7% | 0.05% | +8.9% |
Q4 2016 | $17,767,000 | -7.8% | 601,064 | -6.5% | 0.04% | -15.1% |
Q3 2016 | $19,265,000 | +3.9% | 642,597 | -0.7% | 0.05% | -8.6% |
Q2 2016 | $18,535,000 | -1.5% | 647,413 | -0.2% | 0.06% | -9.4% |
Q1 2016 | $18,809,000 | +293.9% | 648,804 | +290.1% | 0.06% | +276.5% |
Q4 2015 | $4,775,000 | +4.9% | 166,315 | +2.8% | 0.02% | -10.5% |
Q3 2015 | $4,551,000 | -29.3% | 161,770 | -18.8% | 0.02% | -24.0% |
Q2 2015 | $6,439,000 | -36.2% | 199,173 | -33.6% | 0.02% | -43.2% |
Q1 2015 | $10,093,000 | +32.4% | 300,036 | +32.6% | 0.04% | +18.9% |
Q4 2014 | $7,622,000 | -9.9% | 226,252 | -4.3% | 0.04% | -24.5% |
Q3 2014 | $8,460,000 | -15.2% | 236,387 | -5.4% | 0.05% | -19.7% |
Q2 2014 | $9,972,000 | +45.1% | 249,994 | +40.6% | 0.06% | +29.8% |
Q1 2014 | $6,872,000 | +4.4% | 177,846 | +2.5% | 0.05% | -4.1% |
Q4 2013 | $6,584,000 | +42.5% | 173,530 | +36.2% | 0.05% | +22.5% |
Q3 2013 | $4,621,000 | +40.8% | 127,436 | +23.6% | 0.04% | +29.0% |
Q2 2013 | $3,282,000 | – | 103,109 | – | 0.03% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |