ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $233,020 | +4.0% | 8,850 | +8.6% | 0.00% | 0.0% |
| Q1 2023 | $224,043 | +9.7% | 8,150 | +8.4% | 0.00% | 0.0% |
| Q4 2022 | $204,243 | -24.9% | 7,520 | -25.0% | 0.00% | -33.3% |
| Q2 2022 | $272,000 | -14.7% | 10,033 | -0.1% | 0.00% | 0.0% |
| Q1 2022 | $319,000 | -42.7% | 10,046 | -54.7% | 0.00% | -72.7% |
| Q2 2020 | $557,000 | +5.5% | 22,155 | -5.2% | 0.01% | -26.7% |
| Q1 2020 | $528,000 | -33.2% | 23,375 | -0.7% | 0.02% | -28.6% |
| Q4 2019 | $790,000 | +5.2% | 23,535 | -3.6% | 0.02% | 0.0% |
| Q3 2019 | $751,000 | -3.2% | 24,425 | -3.3% | 0.02% | -12.5% |
| Q2 2019 | $776,000 | -7.3% | 25,265 | -6.8% | 0.02% | -14.3% |
| Q1 2019 | $837,000 | -0.9% | 27,110 | -7.9% | 0.03% | -12.5% |
| Q4 2018 | $845,000 | -24.4% | 29,430 | -14.0% | 0.03% | -15.8% |
| Q3 2018 | $1,117,000 | +80.5% | 34,230 | +77.1% | 0.04% | +65.2% |
| Q2 2018 | $619,000 | -7.7% | 19,325 | -4.9% | 0.02% | -14.8% |
| Q1 2018 | $671,000 | -17.8% | 20,320 | -15.8% | 0.03% | -18.2% |
| Q4 2017 | $816,000 | +3.4% | 24,140 | +3.3% | 0.03% | -2.9% |
| Q3 2017 | $789,000 | +5.3% | 23,375 | +2.1% | 0.03% | +3.0% |
| Q2 2017 | $749,000 | +9.5% | 22,900 | +5.3% | 0.03% | +6.5% |
| Q1 2017 | $684,000 | +6.4% | 21,750 | 0.0% | 0.03% | -3.1% |
| Q4 2016 | $643,000 | +53.5% | 21,750 | +55.8% | 0.03% | +45.5% |
| Q3 2016 | $419,000 | -31.5% | 13,960 | -34.6% | 0.02% | -35.3% |
| Q2 2016 | $612,000 | -30.0% | 21,360 | -29.1% | 0.03% | -35.8% |
| Q1 2016 | $874,000 | -4.4% | 30,140 | -12.0% | 0.05% | -8.6% |
| Q4 2015 | $914,000 | -4.2% | 34,260 | +1.0% | 0.06% | -9.4% |
| Q3 2015 | $954,000 | -1.6% | 33,930 | +13.1% | 0.06% | +1.6% |
| Q2 2015 | $970,000 | +92.5% | 29,990 | +100.3% | 0.06% | +90.9% |
| Q1 2015 | $504,000 | +5.0% | 14,970 | +5.1% | 0.03% | +3.1% |
| Q4 2014 | $480,000 | +3.7% | 14,245 | +10.0% | 0.03% | 0.0% |
| Q3 2014 | $463,000 | -7.8% | 12,945 | +2.8% | 0.03% | -8.6% |
| Q2 2014 | $502,000 | -5.8% | 12,595 | -8.6% | 0.04% | -18.6% |
| Q1 2014 | $533,000 | +3.1% | 13,785 | +1.1% | 0.04% | -17.3% |
| Q4 2013 | $517,000 | -3.9% | 13,635 | -8.2% | 0.05% | -17.5% |
| Q3 2013 | $538,000 | +17.7% | 14,845 | +3.5% | 0.06% | +1.6% |
| Q2 2013 | $457,000 | – | 14,345 | – | 0.06% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |