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 | ||||
|---|---|---|---|---|---|---|
| Q1 2021 | $1,185,000 | +39.1% | 37,644 | +30.2% | 0.06% | +27.3% |
| Q4 2020 | $852,000 | +19.5% | 28,921 | +1.2% | 0.04% | +7.3% |
| Q3 2020 | $713,000 | -7.2% | 28,578 | -6.6% | 0.04% | -10.9% |
| Q2 2020 | $768,000 | -0.8% | 30,582 | -10.7% | 0.05% | -16.4% |
| Q1 2020 | $774,000 | -34.7% | 34,247 | -3.1% | 0.06% | -17.9% |
| Q4 2019 | $1,186,000 | +22.8% | 35,346 | +12.5% | 0.07% | +8.1% |
| Q3 2019 | $966,000 | -6.6% | 31,431 | -6.6% | 0.06% | 0.0% |
| Q2 2019 | $1,034,000 | -2.1% | 33,668 | -1.6% | 0.06% | -6.1% |
| Q1 2019 | $1,056,000 | +35.9% | 34,220 | +26.4% | 0.07% | +17.9% |
| Q4 2018 | $777,000 | -23.1% | 27,067 | -12.5% | 0.06% | -6.7% |
| Q3 2018 | $1,010,000 | +20.5% | 30,945 | +18.3% | 0.06% | +13.2% |
| Q2 2018 | $838,000 | -28.1% | 26,161 | -26.2% | 0.05% | -29.3% |
| Q1 2018 | $1,165,000 | +10.3% | 35,458 | +13.5% | 0.08% | +11.9% |
| Q4 2017 | $1,056,000 | +30.2% | 31,254 | +30.0% | 0.07% | +26.4% |
| Q3 2017 | $811,000 | -1.3% | 24,048 | -4.3% | 0.05% | -1.9% |
| Q2 2017 | $822,000 | +4.8% | 25,120 | +0.7% | 0.05% | +1.9% |
| Q1 2017 | $784,000 | +13.8% | 24,939 | +6.9% | 0.05% | +8.2% |
| Q4 2016 | $689,000 | -8.1% | 23,325 | -6.8% | 0.05% | -9.3% |
| Q3 2016 | $750,000 | +24.2% | 25,023 | +18.7% | 0.05% | +20.0% |
| Q2 2016 | $604,000 | +25.1% | 21,089 | +26.7% | 0.04% | +25.0% |
| Q1 2016 | $483,000 | +5.2% | 16,649 | +4.1% | 0.04% | +5.9% |
| Q4 2015 | $459,000 | -5.6% | 15,989 | -7.5% | 0.03% | -10.5% |
| Q3 2015 | $486,000 | -88.7% | 17,282 | -87.0% | 0.04% | -84.0% |
| Q2 2015 | $4,289,000 | -6.6% | 132,659 | -2.9% | 0.24% | +16.1% |
| Q1 2015 | $4,594,000 | +8.2% | 136,576 | +8.3% | 0.20% | +6.8% |
| Q4 2014 | $4,247,000 | +3.7% | 126,072 | +10.2% | 0.19% | +5.5% |
| Q3 2014 | $4,094,000 | +44.5% | 114,397 | +61.1% | 0.18% | +48.0% |
| Q2 2014 | $2,833,000 | +59.0% | 71,017 | +54.0% | 0.12% | +51.9% |
| Q1 2014 | $1,782,000 | +12.9% | 46,118 | +10.9% | 0.08% | +17.4% |
| Q4 2013 | $1,578,000 | – | 41,595 | – | 0.07% | – |
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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% |