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 | $9,778,746 | -4.6% | 384,990 | -1.1% | 1.16% | +0.2% |
| Q2 2023 | $10,248,979 | +94.6% | 389,251 | +103.2% | 1.16% | +86.8% |
| Q1 2023 | $5,267,276 | +95878.1% | 191,607 | -5.2% | 0.62% | -5.0% |
| Q4 2022 | $5,488 | -99.9% | 202,061 | -27.3% | 0.66% | -9.3% |
| Q3 2022 | $6,263,000 | -13.5% | 277,977 | +4.3% | 0.72% | -7.8% |
| Q2 2022 | $7,237,000 | -11.9% | 266,465 | +3.0% | 0.78% | -9.5% |
| Q1 2022 | $8,219,000 | +14.4% | 258,768 | +12.3% | 0.86% | +26.5% |
| Q4 2021 | $7,184,000 | +19.5% | 230,385 | +16.6% | 0.68% | +9.6% |
| Q3 2021 | $6,011,000 | +48.3% | 197,595 | +58.0% | 0.62% | +37.1% |
| Q2 2021 | $4,053,000 | +10.0% | 125,092 | +6.9% | 0.46% | +2.5% |
| Q1 2021 | $3,684,000 | +20.5% | 117,025 | +12.8% | 0.44% | +10.2% |
| Q4 2020 | $3,057,000 | +24.5% | 103,729 | +5.4% | 0.40% | +7.5% |
| Q3 2020 | $2,455,000 | +2.9% | 98,453 | +3.7% | 0.38% | -2.8% |
| Q2 2020 | $2,386,000 | +20.6% | 94,977 | +8.4% | 0.39% | +5.2% |
| Q1 2020 | $1,979,000 | -29.0% | 87,591 | +5.5% | 0.37% | -16.2% |
| Q4 2019 | $2,788,000 | +16.5% | 83,062 | +6.6% | 0.44% | +7.6% |
| Q3 2019 | $2,394,000 | +2.3% | 77,887 | +2.2% | 0.41% | -1.5% |
| Q2 2019 | $2,340,000 | -0.3% | 76,174 | +0.1% | 0.41% | -6.3% |
| Q1 2019 | $2,347,000 | +19.4% | 76,071 | +11.1% | 0.44% | +9.2% |
| Q4 2018 | $1,966,000 | -24.7% | 68,466 | -14.5% | 0.40% | -16.5% |
| Q3 2018 | $2,612,000 | +13.2% | 80,053 | +11.3% | 0.48% | +8.5% |
| Q2 2018 | $2,307,000 | -2.0% | 71,957 | +0.9% | 0.45% | -4.1% |
| Q1 2018 | $2,353,000 | +559.1% | 71,280 | +571.8% | 0.46% | +440.7% |
| Q1 2015 | $357,000 | -0.3% | 10,610 | 0.0% | 0.09% | -4.4% |
| Q4 2014 | $358,000 | -12.7% | 10,610 | -7.4% | 0.09% | -18.2% |
| Q3 2014 | $410,000 | -9.9% | 11,460 | +0.5% | 0.11% | -7.6% |
| Q2 2014 | $455,000 | +3.2% | 11,405 | 0.0% | 0.12% | -9.2% |
| Q1 2014 | $441,000 | +4.5% | 11,405 | +2.4% | 0.13% | +12.0% |
| Q4 2013 | $422,000 | +49.6% | 11,135 | +43.0% | 0.12% | +36.0% |
| Q3 2013 | $282,000 | – | 7,785 | – | 0.09% | – |
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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% |