ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $292,862 | -3.5% | 11,530 | 0.0% | 0.04% | +2.6% |
Q2 2023 | $303,585 | +78.7% | 11,530 | +86.6% | 0.04% | +77.3% |
Q1 2023 | $169,888 | +849340.0% | 6,180 | +752.4% | 0.02% | +633.3% |
Q4 2022 | $20 | -99.9% | 725 | 0.0% | 0.00% | +50.0% |
Q3 2022 | $16,000 | -20.0% | 725 | 0.0% | 0.00% | -33.3% |
Q2 2022 | $20,000 | -13.0% | 725 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $23,000 | 0.0% | 725 | 0.0% | 0.00% | +50.0% |
Q4 2021 | $23,000 | +4.5% | 725 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $22,000 | -4.3% | 725 | 0.0% | 0.00% | -33.3% |
Q2 2021 | $23,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
Q1 2021 | $23,000 | +9.5% | 725 | 0.0% | 0.00% | +50.0% |
Q4 2020 | $21,000 | +16.7% | 725 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $18,000 | 0.0% | 725 | 0.0% | 0.00% | -33.3% |
Q2 2020 | $18,000 | +12.5% | 725 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $16,000 | -83.5% | 725 | -74.8% | 0.00% | -75.0% |
Q4 2019 | $97,000 | -23.0% | 2,875 | -29.8% | 0.01% | -29.4% |
Q3 2019 | $126,000 | 0.0% | 4,095 | 0.0% | 0.02% | 0.0% |
Q2 2019 | $126,000 | 0.0% | 4,095 | 0.0% | 0.02% | -5.6% |
Q1 2019 | $126,000 | -9.4% | 4,095 | -15.1% | 0.02% | -18.2% |
Q4 2018 | $139,000 | -44.4% | 4,826 | -37.1% | 0.02% | -37.1% |
Q3 2018 | $250,000 | -41.2% | 7,676 | -42.1% | 0.04% | -42.6% |
Q2 2018 | $425,000 | -0.5% | 13,247 | +2.3% | 0.06% | -1.6% |
Q1 2018 | $427,000 | -2.3% | 12,947 | 0.0% | 0.06% | +3.3% |
Q4 2017 | $437,000 | +10.1% | 12,947 | +10.2% | 0.06% | +3.4% |
Q3 2017 | $397,000 | +3.4% | 11,747 | 0.0% | 0.06% | +1.8% |
Q2 2017 | $384,000 | +3.8% | 11,747 | 0.0% | 0.06% | +1.8% |
Q1 2017 | $370,000 | +3.1% | 11,747 | -3.3% | 0.06% | +7.7% |
Q4 2016 | $359,000 | +49.6% | 12,147 | +51.7% | 0.05% | +48.6% |
Q3 2016 | $240,000 | – | 8,005 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |