ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,160 | -3.5% | 400 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $10,532 | -4.2% | 400 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $10,996 | -43.8% | 400 | -44.4% | 0.00% | 0.0% |
Q4 2022 | $19,555 | -49.9% | 720 | -58.0% | 0.00% | -66.7% |
Q3 2022 | $39,000 | +2.6% | 1,716 | +21.7% | 0.00% | 0.0% |
Q2 2022 | $38,000 | -13.6% | 1,410 | 0.0% | 0.00% | 0.0% |
Q4 2021 | $44,000 | +37.5% | 1,410 | +43.4% | 0.00% | +50.0% |
Q2 2021 | $32,000 | +966.7% | 983 | +934.7% | 0.00% | – |
Q1 2021 | $3,000 | -90.6% | 95 | -93.2% | 0.00% | -100.0% |
Q1 2020 | $32,000 | -31.9% | 1,400 | 0.0% | 0.00% | -25.0% |
Q4 2019 | $47,000 | +9.3% | 1,400 | 0.0% | 0.00% | +33.3% |
Q3 2019 | $43,000 | -29.5% | 1,400 | -29.5% | 0.00% | -40.0% |
Q2 2019 | $61,000 | +41.9% | 1,985 | +41.8% | 0.01% | +25.0% |
Q1 2019 | $43,000 | +7.5% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $40,000 | -13.0% | 1,400 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $46,000 | -35.2% | 1,400 | -36.8% | 0.00% | -33.3% |
Q2 2018 | $71,000 | +54.3% | 2,215 | +58.2% | 0.01% | +50.0% |
Q1 2018 | $46,000 | -2.1% | 1,400 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $47,000 | 0.0% | 1,400 | 0.0% | 0.00% | -20.0% |
Q3 2017 | $47,000 | +2.2% | 1,400 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $46,000 | +4.5% | 1,400 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $44,000 | +7.3% | 1,400 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $41,000 | -2.4% | 1,400 | 0.0% | 0.01% | 0.0% |
Q3 2016 | $42,000 | +5.0% | 1,400 | 0.0% | 0.01% | 0.0% |
Q2 2016 | $40,000 | -2.4% | 1,400 | 0.0% | 0.01% | -16.7% |
Q1 2016 | $41,000 | +2.5% | 1,400 | 0.0% | 0.01% | 0.0% |
Q4 2015 | $40,000 | -18.4% | 1,400 | -20.1% | 0.01% | -25.0% |
Q3 2015 | $49,000 | -14.0% | 1,753 | 0.0% | 0.01% | 0.0% |
Q2 2015 | $57,000 | +21.3% | 1,753 | +25.2% | 0.01% | +14.3% |
Q1 2015 | $47,000 | 0.0% | 1,400 | 0.0% | 0.01% | 0.0% |
Q4 2014 | $47,000 | -6.0% | 1,400 | 0.0% | 0.01% | -12.5% |
Q3 2014 | $50,000 | -10.7% | 1,400 | 0.0% | 0.01% | -11.1% |
Q2 2014 | $56,000 | +3.7% | 1,400 | 0.0% | 0.01% | 0.0% |
Q1 2014 | $54,000 | +1.9% | 1,400 | 0.0% | 0.01% | 0.0% |
Q4 2013 | $53,000 | +488.9% | 1,400 | +460.0% | 0.01% | +350.0% |
Q3 2013 | $9,000 | – | 250 | – | 0.00% | – |
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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% |