ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,786,459 | +2.8% | 424,664 | +6.6% | 0.42% | +7.2% |
Q2 2023 | $10,488,839 | -3.7% | 398,361 | +0.6% | 0.39% | -5.3% |
Q1 2023 | $10,887,855 | +5.8% | 396,066 | +4.6% | 0.41% | +1.0% |
Q4 2022 | $10,286,823 | +21.4% | 378,749 | +0.7% | 0.41% | +14.9% |
Q3 2022 | $8,472,000 | -11.2% | 376,025 | +7.0% | 0.36% | -7.5% |
Q2 2022 | $9,541,000 | -13.3% | 351,274 | +1.4% | 0.38% | -5.6% |
Q1 2022 | $11,003,000 | +5.1% | 346,445 | +3.2% | 0.41% | +10.0% |
Q4 2021 | $10,471,000 | +7.7% | 335,840 | +5.0% | 0.37% | -1.9% |
Q3 2021 | $9,726,000 | -5.4% | 319,713 | +0.7% | 0.38% | -4.8% |
Q2 2021 | $10,284,000 | +4.5% | 317,396 | +1.5% | 0.40% | -2.5% |
Q1 2021 | $9,843,000 | +16.4% | 312,667 | +9.0% | 0.41% | +10.6% |
Q4 2020 | $8,456,000 | -20.4% | 286,927 | -32.7% | 0.37% | -31.6% |
Q3 2020 | $10,628,000 | +2.2% | 426,299 | +3.0% | 0.54% | -4.4% |
Q2 2020 | $10,399,000 | +24.2% | 413,977 | +11.7% | 0.56% | +9.7% |
Q1 2020 | $8,373,000 | -33.7% | 370,493 | -1.4% | 0.51% | -20.1% |
Q4 2019 | $12,620,000 | +9.9% | 375,916 | +0.6% | 0.64% | +3.2% |
Q3 2019 | $11,485,000 | +4.4% | 373,623 | +4.4% | 0.62% | +2.8% |
Q2 2019 | $10,996,000 | -2.9% | 357,956 | -2.5% | 0.60% | -5.0% |
Q1 2019 | $11,328,000 | +9.1% | 367,071 | +1.5% | 0.64% | +1.9% |
Q4 2018 | $10,385,000 | -10.8% | 361,715 | +1.4% | 0.62% | -3.5% |
Q3 2018 | $11,641,000 | +2.6% | 356,770 | +0.8% | 0.65% | -4.8% |
Q2 2018 | $11,342,000 | +161928.6% | 353,874 | +693770.6% | 0.68% | – |
Q1 2018 | $7,000 | -99.9% | 51 | -100.0% | 0.00% | -100.0% |
Q4 2017 | $11,556,000 | +3.2% | 341,993 | +3.1% | 0.70% | -2.0% |
Q3 2017 | $11,201,000 | +6.7% | 331,795 | +3.4% | 0.72% | +2.3% |
Q2 2017 | $10,500,000 | +14.6% | 320,889 | +10.2% | 0.70% | +10.9% |
Q1 2017 | $9,163,000 | +26.5% | 291,252 | +18.9% | 0.63% | +18.6% |
Q4 2016 | $7,242,000 | +24.4% | 244,982 | +26.1% | 0.53% | +18.2% |
Q3 2016 | $5,823,000 | +47.5% | 194,214 | +40.9% | 0.45% | +38.5% |
Q2 2016 | $3,947,000 | +297.1% | 137,865 | +298.1% | 0.32% | +242.1% |
Q1 2016 | $994,000 | 0.0% | 34,631 | 0.0% | 0.10% | 0.0% |
Q4 2015 | $994,000 | +0.7% | 34,631 | -1.3% | 0.10% | -13.6% |
Q3 2015 | $987,000 | +8.8% | 35,091 | +25.1% | 0.11% | +83.3% |
Q2 2015 | $907,000 | +40.8% | 28,050 | +46.4% | 0.06% | -14.3% |
Q1 2015 | $644,000 | +30.4% | 19,158 | +30.7% | 0.07% | +40.0% |
Q4 2014 | $494,000 | +28.0% | 14,659 | +35.8% | 0.05% | +25.0% |
Q3 2014 | $386,000 | -5.2% | 10,798 | +5.8% | 0.04% | -4.8% |
Q2 2014 | $407,000 | +24.5% | 10,207 | +20.5% | 0.04% | +20.0% |
Q1 2014 | $327,000 | +47.3% | 8,471 | +44.9% | 0.04% | +52.2% |
Q4 2013 | $222,000 | – | 5,845 | – | 0.02% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
COWA, LLC | 305,044 | $7,749,557 | 5.23% |
Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |