ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 217 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $5,857,000 | -18.1% | 190,468 | -18.2% | 0.05% | -16.9% |
| Q2 2019 | $7,151,000 | +9.3% | 232,811 | +9.8% | 0.06% | +3.2% |
| Q1 2019 | $6,540,000 | +31.7% | 211,941 | +22.5% | 0.06% | +14.5% |
| Q4 2018 | $4,967,000 | -62.4% | 173,047 | -57.3% | 0.06% | -57.7% |
| Q3 2018 | $13,219,000 | +0.3% | 405,160 | -1.5% | 0.13% | -7.8% |
| Q2 2018 | $13,186,000 | -17.6% | 411,433 | -15.2% | 0.14% | -22.1% |
| Q1 2018 | $16,006,000 | +18.5% | 484,912 | +21.3% | 0.18% | +3.4% |
| Q4 2017 | $13,507,000 | +10.5% | 399,752 | +10.4% | 0.18% | +5.4% |
| Q3 2017 | $12,221,000 | +6.4% | 361,997 | +3.1% | 0.17% | -0.6% |
| Q2 2017 | $11,483,000 | +25.8% | 350,960 | +21.0% | 0.17% | +34.7% |
| Q1 2017 | $9,125,000 | -2.1% | 290,056 | -6.7% | 0.12% | -8.1% |
| Q4 2016 | $9,318,000 | 0.0% | 310,822 | 0.0% | 0.14% | -2.9% |
| Q3 2016 | $9,318,000 | +25.5% | 310,822 | +19.8% | 0.14% | +20.9% |
| Q2 2016 | $7,427,000 | +67.2% | 259,426 | +69.3% | 0.12% | +57.5% |
| Q1 2016 | $4,442,000 | +335.1% | 153,242 | +330.6% | 0.07% | +247.6% |
| Q4 2015 | $1,021,000 | -66.3% | 35,586 | -67.0% | 0.02% | -68.7% |
| Q3 2015 | $3,033,000 | +52.6% | 107,828 | +75.4% | 0.07% | +59.5% |
| Q2 2015 | $1,987,000 | -94.9% | 61,484 | -46.7% | 0.04% | -50.6% |
| Q1 2015 | $38,775,000 | +4.1% | 115,265 | +4.3% | 0.08% | +1.2% |
| Q4 2014 | $37,242,000 | +18.9% | 110,546 | +26.4% | 0.08% | +15.1% |
| Q3 2014 | $31,312,000 | +48.9% | 87,490 | +66.0% | 0.07% | +46.0% |
| Q2 2014 | $21,028,000 | +3.1% | 52,716 | -0.1% | 0.05% | -5.7% |
| Q1 2014 | $20,392,000 | -6.0% | 52,775 | -7.7% | 0.05% | -11.7% |
| Q4 2013 | $21,701,000 | +49.0% | 57,199 | +42.3% | 0.06% | +33.3% |
| Q3 2013 | $14,569,000 | +9.6% | 40,182 | -3.8% | 0.04% | +4.7% |
| Q2 2013 | $13,291,000 | – | 41,757 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |