ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $951,230 | -17.7% | 37,450 | -14.7% | 0.17% | -14.9% |
Q2 2023 | $1,155,887 | -21.7% | 43,900 | -18.3% | 0.20% | -26.5% |
Q1 2023 | $1,476,900 | +2.2% | 53,725 | +0.9% | 0.28% | -3.2% |
Q4 2022 | $1,445,591 | -6.6% | 53,225 | -22.5% | 0.28% | -12.9% |
Q3 2022 | $1,548,000 | -22.6% | 68,705 | -6.7% | 0.33% | -16.6% |
Q2 2022 | $1,999,000 | -14.5% | 73,605 | 0.0% | 0.39% | -0.3% |
Q1 2022 | $2,338,000 | +45.0% | 73,605 | +42.4% | 0.39% | +46.8% |
Q4 2021 | $1,612,000 | -9.7% | 51,700 | -11.9% | 0.27% | -13.9% |
Q3 2021 | $1,786,000 | +1.1% | 58,700 | +7.6% | 0.31% | -0.6% |
Q2 2021 | $1,767,000 | +2.0% | 54,550 | -0.9% | 0.31% | -2.8% |
Q1 2021 | $1,733,000 | +8.8% | 55,050 | +1.9% | 0.32% | +0.3% |
Q4 2020 | $1,593,000 | -2.8% | 54,050 | -17.8% | 0.32% | -17.7% |
Q3 2020 | $1,639,000 | -5.1% | 65,750 | -4.4% | 0.39% | -13.0% |
Q2 2020 | $1,727,000 | -27.4% | 68,750 | -34.7% | 0.45% | -42.8% |
Q1 2020 | $2,380,000 | +14.7% | 105,300 | +70.4% | 0.78% | +47.8% |
Q4 2019 | $2,075,000 | +44.9% | 61,800 | +32.6% | 0.53% | +29.7% |
Q3 2019 | $1,432,000 | -7.0% | 46,600 | -7.0% | 0.41% | -7.7% |
Q2 2019 | $1,539,000 | -3.0% | 50,100 | -2.5% | 0.44% | -2.4% |
Q1 2019 | $1,586,000 | +8.6% | 51,400 | +1.0% | 0.45% | -4.2% |
Q4 2018 | $1,461,000 | -12.2% | 50,900 | -0.2% | 0.47% | +5.3% |
Q3 2018 | $1,664,000 | -10.2% | 51,000 | -11.8% | 0.45% | -13.8% |
Q2 2018 | $1,852,000 | -3.4% | 57,800 | -0.5% | 0.52% | -4.2% |
Q1 2018 | $1,918,000 | -4.6% | 58,100 | -2.4% | 0.54% | -2.9% |
Q4 2017 | $2,011,000 | +0.8% | 59,500 | +0.7% | 0.56% | -3.3% |
Q3 2017 | $1,995,000 | +11.0% | 59,100 | +7.6% | 0.58% | +5.7% |
Q2 2017 | $1,797,000 | +147.9% | 54,950 | +138.4% | 0.55% | +138.3% |
Q1 2017 | $725,000 | +39.2% | 23,050 | +30.6% | 0.23% | +27.8% |
Q4 2016 | $521,000 | +1.4% | 17,650 | +2.9% | 0.18% | -2.7% |
Q3 2016 | $514,000 | +15.5% | 17,150 | +10.3% | 0.18% | +9.5% |
Q2 2016 | $445,000 | +6.5% | 15,550 | +7.6% | 0.17% | +5.6% |
Q1 2016 | $418,000 | +3.0% | 14,450 | +2.1% | 0.16% | 0.0% |
Q4 2015 | $406,000 | -22.5% | 14,150 | -24.1% | 0.16% | -5.9% |
Q3 2015 | $524,000 | -14.8% | 18,650 | -2.0% | 0.17% | -5.6% |
Q2 2015 | $615,000 | -4.4% | 19,030 | -0.5% | 0.18% | -5.8% |
Q1 2015 | $643,000 | -8.3% | 19,129 | -8.2% | 0.19% | -8.2% |
Q4 2014 | $701,000 | -8.5% | 20,829 | -2.8% | 0.21% | -10.3% |
Q3 2014 | $766,000 | -9.6% | 21,425 | +0.8% | 0.23% | -9.7% |
Q2 2014 | $847,000 | +3.9% | 21,250 | +0.7% | 0.26% | -1.5% |
Q1 2014 | $815,000 | +5.4% | 21,100 | +3.4% | 0.26% | -0.4% |
Q4 2013 | $773,000 | -0.8% | 20,400 | -5.1% | 0.26% | -4.0% |
Q3 2013 | $779,000 | +16.6% | 21,500 | +2.4% | 0.27% | +12.3% |
Q2 2013 | $668,000 | – | 21,000 | – | 0.24% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |