ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $1,497,331 | +1776.4% | 58,950 | +1844.9% | 0.14% | +1842.9% |
Q2 2023 | $79,796 | +1145.8% | 3,031 | +1200.9% | 0.01% | +600.0% |
Q1 2023 | $6,405 | +1.2% | 233 | 0.0% | 0.00% | 0.0% |
Q4 2022 | $6,328 | -92.0% | 233 | -90.7% | 0.00% | -80.0% |
Q1 2022 | $79,000 | +46.3% | 2,500 | +43.8% | 0.01% | +66.7% |
Q4 2021 | $54,000 | +980.0% | 1,739 | +1067.1% | 0.00% | – |
Q3 2021 | $5,000 | -91.5% | 149 | -91.8% | 0.00% | -100.0% |
Q2 2021 | $59,000 | +3.5% | 1,827 | +0.3% | 0.00% | 0.0% |
Q1 2021 | $57,000 | +216.7% | 1,822 | +192.9% | 0.00% | +300.0% |
Q4 2020 | $18,000 | +350.0% | 622 | +288.8% | 0.00% | – |
Q3 2020 | $4,000 | 0.0% | 160 | +1.3% | 0.00% | – |
Q2 2020 | $4,000 | +33.3% | 158 | +4.6% | 0.00% | – |
Q1 2020 | $3,000 | -50.0% | 151 | -11.7% | 0.00% | -100.0% |
Q4 2019 | $6,000 | -83.3% | 171 | -85.2% | 0.00% | -66.7% |
Q3 2019 | $36,000 | 0.0% | 1,158 | 0.0% | 0.00% | -25.0% |
Q2 2019 | $36,000 | -43.8% | 1,158 | -43.8% | 0.00% | -50.0% |
Q1 2019 | $64,000 | +113.3% | 2,059 | +96.1% | 0.01% | +100.0% |
Q4 2018 | $30,000 | +500.0% | 1,050 | +650.0% | 0.00% | +300.0% |
Q1 2018 | $5,000 | 0.0% | 140 | 0.0% | 0.00% | 0.0% |
Q4 2017 | $5,000 | – | 140 | – | 0.00% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |