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 | ||||
---|---|---|---|---|---|---|
Q1 2023 | $16,961 | +319.1% | 617 | +314.1% | 0.00% | – |
Q4 2022 | $4,047 | +34.9% | 149 | 0.0% | 0.00% | – |
Q3 2022 | $3,000 | -25.0% | 149 | 0.0% | 0.00% | – |
Q2 2022 | $4,000 | -20.0% | 149 | 0.0% | 0.00% | – |
Q1 2022 | $5,000 | 0.0% | 149 | 0.0% | 0.00% | – |
Q4 2021 | $5,000 | -44.4% | 149 | -51.8% | 0.00% | – |
Q3 2021 | $9,000 | -10.0% | 309 | 0.0% | 0.00% | – |
Q2 2021 | $10,000 | 0.0% | 309 | -7.2% | 0.00% | – |
Q1 2021 | $10,000 | +11.1% | 333 | +7.8% | 0.00% | – |
Q4 2020 | $9,000 | +12.5% | 309 | 0.0% | 0.00% | – |
Q3 2020 | $8,000 | 0.0% | 309 | 0.0% | 0.00% | -100.0% |
Q2 2020 | $8,000 | -42.9% | 309 | -49.5% | 0.00% | 0.0% |
Q1 2020 | $14,000 | -79.1% | 612 | -69.4% | 0.00% | -75.0% |
Q4 2019 | $67,000 | -28.0% | 1,999 | -34.0% | 0.00% | -33.3% |
Q3 2019 | $93,000 | +4.5% | 3,027 | +5.0% | 0.01% | 0.0% |
Q2 2019 | $89,000 | 0.0% | 2,882 | -0.0% | 0.01% | 0.0% |
Q1 2019 | $89,000 | -6.3% | 2,883 | -13.0% | 0.01% | -14.3% |
Q4 2018 | $95,000 | -31.7% | 3,315 | -22.1% | 0.01% | -22.2% |
Q3 2018 | $139,000 | +3.7% | 4,258 | +1.6% | 0.01% | -10.0% |
Q2 2018 | $134,000 | -4.3% | 4,191 | -1.1% | 0.01% | -9.1% |
Q1 2018 | $140,000 | -9.7% | 4,238 | -7.5% | 0.01% | 0.0% |
Q4 2017 | $155,000 | -38.5% | 4,580 | -38.7% | 0.01% | -45.0% |
Q3 2017 | $252,000 | +3.7% | 7,477 | +0.5% | 0.02% | 0.0% |
Q2 2017 | $243,000 | -1.6% | 7,439 | -5.1% | 0.02% | -9.1% |
Q1 2017 | $247,000 | -6.1% | 7,837 | -12.0% | 0.02% | -8.3% |
Q4 2016 | $263,000 | -14.1% | 8,903 | -12.9% | 0.02% | -25.0% |
Q3 2016 | $306,000 | +2.3% | 10,221 | -2.1% | 0.03% | -3.0% |
Q2 2016 | $299,000 | -51.1% | 10,443 | -50.5% | 0.03% | -53.5% |
Q1 2016 | $611,000 | -6.7% | 21,083 | -7.6% | 0.07% | -13.4% |
Q4 2015 | $655,000 | +4.8% | 22,817 | +2.8% | 0.08% | -3.5% |
Q3 2015 | $625,000 | -9.8% | 22,204 | +3.6% | 0.08% | -3.4% |
Q2 2015 | $693,000 | -0.4% | 21,437 | +3.6% | 0.09% | 0.0% |
Q1 2015 | $696,000 | +7.6% | 20,692 | +7.8% | 0.09% | +8.6% |
Q4 2014 | $647,000 | +0.6% | 19,198 | +6.9% | 0.08% | -4.7% |
Q3 2014 | $643,000 | -11.7% | 17,965 | -1.6% | 0.08% | -12.4% |
Q2 2014 | $728,000 | +5.4% | 18,253 | +2.1% | 0.10% | 0.0% |
Q1 2014 | $691,000 | +6.6% | 17,878 | +4.6% | 0.10% | +4.3% |
Q4 2013 | $648,000 | +8.2% | 17,090 | +3.5% | 0.09% | -2.1% |
Q3 2013 | $599,000 | +19.8% | 16,518 | +5.1% | 0.10% | +23.4% |
Q2 2013 | $500,000 | – | 15,719 | – | 0.08% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
COWA, LLC | 173,456 | $5,512,000 | 2.74% |
SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |