ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 380 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $3,776,505 | -7.5% | 136,483 | -6.2% | 0.01% | -12.5% |
| Q1 2024 | $4,081,347 | -12.9% | 145,555 | -13.1% | 0.01% | -27.3% |
| Q4 2023 | $4,688,097 | +9.2% | 167,492 | -0.9% | 0.01% | -8.3% |
| Q3 2023 | $4,293,088 | -2.7% | 169,039 | +0.9% | 0.01% | 0.0% |
| Q2 2023 | $4,412,821 | +74428.3% | 167,592 | -22.2% | 0.01% | -29.4% |
| Q1 2023 | $5,921 | +26.1% | 215,382 | +24.6% | 0.02% | +13.3% |
| Q4 2022 | $4,695 | -99.9% | 172,895 | +12.6% | 0.02% | +7.1% |
| Q3 2022 | $3,459,000 | -21.3% | 153,523 | -5.1% | 0.01% | -22.2% |
| Q2 2022 | $4,394,000 | -1.3% | 161,777 | +15.5% | 0.02% | +5.9% |
| Q1 2022 | $4,450,000 | +217.4% | 140,102 | +211.7% | 0.02% | +183.3% |
| Q4 2021 | $1,402,000 | +8.3% | 44,954 | +5.6% | 0.01% | -14.3% |
| Q3 2021 | $1,295,000 | +26.8% | 42,557 | +35.0% | 0.01% | +16.7% |
| Q2 2021 | $1,021,000 | +4.7% | 31,517 | +1.8% | 0.01% | -14.3% |
| Q1 2021 | $975,000 | +11.9% | 30,959 | +4.8% | 0.01% | 0.0% |
| Q4 2020 | $871,000 | +28.1% | 29,544 | +8.4% | 0.01% | +16.7% |
| Q3 2020 | $680,000 | -1.6% | 27,261 | -0.9% | 0.01% | -14.3% |
| Q2 2020 | $691,000 | -23.1% | 27,511 | -30.8% | 0.01% | -36.4% |
| Q1 2020 | $898,000 | -22.1% | 39,753 | +15.8% | 0.01% | -8.3% |
| Q4 2019 | $1,153,000 | -15.6% | 34,335 | -22.8% | 0.01% | -25.0% |
| Q3 2019 | $1,366,000 | +3.9% | 44,447 | +4.3% | 0.02% | -15.8% |
| Q1 2019 | $1,315,000 | +116.6% | 42,611 | +101.4% | 0.02% | +72.7% |
| Q4 2018 | $607,000 | -10.5% | 21,153 | +1.9% | 0.01% | -35.3% |
| Q3 2018 | $678,000 | +1.8% | 20,766 | 0.0% | 0.02% | -10.5% |
| Q2 2018 | $666,000 | -11.1% | 20,766 | -8.4% | 0.02% | -29.6% |
| Q1 2018 | $749,000 | +10.0% | 22,675 | +12.5% | 0.03% | +3.8% |
| Q4 2017 | $681,000 | +0.9% | 20,153 | +0.8% | 0.03% | -16.1% |
| Q3 2017 | $675,000 | +43.0% | 19,994 | +38.7% | 0.03% | +40.9% |
| Q2 2017 | $472,000 | +14.0% | 14,419 | +9.6% | 0.02% | +22.2% |
| Q1 2017 | $414,000 | +40.8% | 13,162 | +32.4% | 0.02% | +28.6% |
| Q4 2016 | $294,000 | -19.5% | 9,944 | -18.2% | 0.01% | -22.2% |
| Q3 2016 | $365,000 | +58.0% | 12,157 | +50.4% | 0.02% | +50.0% |
| Q2 2016 | $231,000 | – | 8,081 | – | 0.01% | – |
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% |