ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $687,000 | -16.8% | 30,514 | +0.4% | 0.08% | -10.9% |
| Q2 2022 | $826,000 | -53.3% | 30,399 | -45.9% | 0.09% | +7.0% |
| Q1 2022 | $1,770,000 | +117.4% | 56,218 | +115.3% | 0.09% | +7.5% |
| Q4 2021 | $814,000 | +2.1% | 26,109 | -0.4% | 0.08% | -12.1% |
| Q3 2021 | $797,000 | +259.0% | 26,204 | +271.7% | 0.09% | +184.4% |
| Q2 2021 | $222,000 | 0.0% | 7,050 | 0.0% | 0.03% | -20.0% |
| Q1 2021 | $222,000 | -15.6% | 7,050 | -39.4% | 0.04% | -57.4% |
| Q1 2020 | $263,000 | +7.3% | 11,642 | +59.5% | 0.09% | +38.2% |
| Q4 2019 | $245,000 | +9.4% | 7,301 | +0.1% | 0.07% | -5.6% |
| Q3 2019 | $224,000 | -21.1% | 7,297 | -21.2% | 0.07% | -14.3% |
| Q2 2019 | $284,000 | +3.6% | 9,260 | +4.3% | 0.08% | +1.2% |
| Q1 2019 | $274,000 | -58.0% | 8,875 | -55.0% | 0.08% | -35.2% |
| Q1 2018 | $652,000 | +9.4% | 19,740 | +8.4% | 0.13% | +1.6% |
| Q2 2017 | $596,000 | +4.0% | 18,209 | 0.0% | 0.13% | -4.5% |
| Q1 2017 | $573,000 | +44.7% | 18,209 | +35.8% | 0.13% | +55.3% |
| Q4 2016 | $396,000 | -1.5% | 13,409 | 0.0% | 0.08% | -11.5% |
| Q3 2016 | $402,000 | -0.2% | 13,409 | -4.7% | 0.10% | -1.0% |
| Q2 2016 | $403,000 | +37.1% | 14,074 | +54.6% | 0.10% | +27.6% |
| Q2 2015 | $294,000 | -40.7% | 9,105 | -38.3% | 0.08% | -40.2% |
| Q1 2015 | $496,000 | +25.9% | 14,755 | +26.2% | 0.13% | +23.3% |
| Q4 2014 | $394,000 | -42.4% | 11,690 | -38.9% | 0.10% | -49.5% |
| Q3 2014 | $684,000 | +3.3% | 19,121 | +15.1% | 0.20% | +3.0% |
| Q2 2014 | $662,000 | +43.0% | 16,607 | +38.6% | 0.20% | +31.1% |
| Q1 2014 | $463,000 | +24.5% | 11,981 | +22.2% | 0.15% | +19.8% |
| Q4 2013 | $372,000 | – | 9,801 | – | 0.13% | – |
Download | ||||||
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% |