ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 440 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $536,721 | -8.9% | 19,397 | -7.6% | 0.01% | -10.0% |
Q1 2024 | $588,916 | -12.3% | 21,003 | -12.4% | 0.01% | -23.1% |
Q4 2023 | $671,212 | +7.8% | 23,980 | -2.2% | 0.01% | -7.1% |
Q3 2023 | $622,732 | -66.1% | 24,517 | -64.9% | 0.01% | -65.9% |
Q2 2023 | $1,838,650 | -0.5% | 69,831 | +3.9% | 0.04% | -6.8% |
Q1 2023 | $1,847,645 | -4.3% | 67,212 | +1.1% | 0.04% | -17.0% |
Q4 2022 | $1,930,960 | +1.4% | 66,497 | -21.3% | 0.05% | -27.4% |
Q3 2022 | $1,904,000 | -3.0% | 84,510 | +17.0% | 0.07% | +9.0% |
Q2 2022 | $1,962,000 | -18.7% | 72,239 | -4.9% | 0.07% | -29.5% |
Q1 2022 | $2,412,000 | -0.6% | 75,945 | -2.4% | 0.10% | -4.0% |
Q4 2021 | $2,427,000 | -91.6% | 77,838 | -91.8% | 0.10% | -92.5% |
Q3 2021 | $28,764,000 | -12.9% | 945,562 | -7.2% | 1.33% | -12.8% |
Q2 2021 | $33,023,000 | -3.0% | 1,019,228 | -5.7% | 1.52% | -15.5% |
Q1 2021 | $34,030,000 | -28.9% | 1,081,004 | -33.4% | 1.80% | -47.7% |
Q4 2020 | $47,830,000 | +17.2% | 1,623,006 | -0.9% | 3.44% | -3.2% |
Q3 2020 | $40,815,000 | -1.6% | 1,637,184 | -0.8% | 3.55% | -9.7% |
Q2 2020 | $41,458,000 | +7.6% | 1,650,398 | -3.2% | 3.94% | -1.8% |
Q1 2020 | $38,531,000 | -59.5% | 1,704,912 | -39.9% | 4.01% | -49.8% |
Q4 2019 | $95,165,000 | +13.0% | 2,834,823 | +3.4% | 7.98% | +1.4% |
Q3 2019 | $84,249,000 | -18.6% | 2,740,696 | -18.6% | 7.88% | -22.8% |
Q2 2019 | $103,478,000 | +1.3% | 3,368,424 | +1.7% | 10.20% | -4.5% |
Q1 2019 | $102,189,000 | +50.4% | 3,311,374 | +39.9% | 10.68% | +31.8% |
Q4 2018 | $67,958,000 | -30.4% | 2,367,050 | -20.8% | 8.10% | -18.8% |
Q3 2018 | $97,571,000 | +13.1% | 2,990,228 | +10.5% | 9.98% | +5.7% |
Q2 2018 | $86,237,000 | +12.9% | 2,707,275 | +17.0% | 9.44% | -7.1% |
Q1 2018 | $76,360,000 | +2.7% | 2,313,627 | +5.1% | 10.17% | -9.6% |
Q4 2017 | $74,356,000 | +2.0% | 2,200,533 | +2.0% | 11.25% | -0.7% |
Q3 2017 | $72,867,000 | +7.1% | 2,158,379 | +3.8% | 11.32% | +2.2% |
Q2 2017 | $68,021,000 | +5.1% | 2,078,879 | +1.0% | 11.08% | -13.7% |
Q1 2017 | $64,737,000 | +13.6% | 2,057,740 | +6.7% | 12.83% | +9.9% |
Q4 2016 | $56,992,000 | +9.3% | 1,928,015 | +10.9% | 11.68% | -1.3% |
Q3 2016 | $52,139,000 | +8.2% | 1,739,127 | +3.4% | 11.84% | +12.3% |
Q2 2016 | $48,171,000 | +1.0% | 1,682,520 | +2.3% | 10.54% | -0.5% |
Q1 2016 | $47,699,000 | +6.9% | 1,645,366 | +5.8% | 10.60% | -3.4% |
Q4 2015 | $44,631,000 | +34768.0% | 1,554,549 | +34178.9% | 10.97% | +30366.7% |
Q3 2015 | $128,000 | -84.7% | 4,535 | -81.7% | 0.04% | -95.0% |
Q4 2012 | $834,000 | +6.5% | 24,755 | 0.0% | 0.72% | +0.6% |
Q3 2012 | $783,000 | – | 24,755 | – | 0.72% | – |
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% |