ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $823,183 | -9.0% | 29,750 | -7.8% | 0.12% | -14.5% |
Q1 2024 | $904,290 | -7.0% | 32,250 | -7.2% | 0.14% | -15.9% |
Q4 2023 | $972,652 | +2.3% | 34,750 | -7.2% | 0.16% | -4.7% |
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% | – |
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% |