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 | $1,012,394 | -9.7% | 39,858 | -6.3% | 0.36% | -2.2% |
Q2 2023 | $1,120,553 | -4.2% | 42,558 | 0.0% | 0.37% | -6.8% |
Q1 2023 | $1,169,920 | +1.1% | 42,558 | -0.1% | 0.40% | -1.2% |
Q4 2022 | $1,157,235 | +20.7% | 42,608 | 0.0% | 0.40% | +10.7% |
Q3 2022 | $959,000 | -17.1% | 42,608 | 0.0% | 0.36% | -11.4% |
Q2 2022 | $1,157,000 | -15.4% | 42,608 | -1.0% | 0.41% | -3.5% |
Q1 2022 | $1,367,000 | +1.4% | 43,058 | -0.5% | 0.43% | -0.9% |
Q4 2021 | $1,348,000 | +3.3% | 43,258 | +0.8% | 0.43% | -2.5% |
Q3 2021 | $1,305,000 | -6.1% | 42,932 | 0.0% | 0.44% | -0.9% |
Q2 2021 | $1,390,000 | +2.9% | 42,932 | 0.0% | 0.45% | -2.4% |
Q1 2021 | $1,351,000 | +5.8% | 42,932 | -1.0% | 0.46% | -1.5% |
Q4 2020 | $1,277,000 | +13.0% | 43,357 | -4.4% | 0.46% | -4.7% |
Q3 2020 | $1,130,000 | -3.1% | 45,349 | -2.3% | 0.49% | -5.1% |
Q2 2020 | $1,166,000 | -0.9% | 46,435 | -10.9% | 0.51% | -11.1% |
Q1 2020 | $1,177,000 | -34.5% | 52,110 | -2.7% | 0.58% | -4.0% |
Q4 2019 | $1,797,000 | +9.2% | 53,534 | +0.0% | 0.60% | +3.4% |
Q3 2019 | $1,645,000 | -0.8% | 53,522 | -0.9% | 0.58% | +0.9% |
Q2 2019 | $1,659,000 | -0.4% | 54,012 | +0.0% | 0.58% | -2.9% |
Q1 2019 | $1,666,000 | +6.5% | 53,987 | -0.9% | 0.59% | -7.3% |
Q4 2018 | $1,564,000 | -15.3% | 54,476 | -3.8% | 0.64% | +2.7% |
Q3 2018 | $1,847,000 | +0.2% | 56,610 | -1.6% | 0.62% | -4.3% |
Q2 2018 | $1,843,000 | -3.7% | 57,510 | -0.9% | 0.65% | -6.7% |
Q1 2018 | $1,914,000 | -2.7% | 58,010 | -0.4% | 0.70% | -4.5% |
Q4 2017 | $1,967,000 | +0.1% | 58,215 | 0.0% | 0.73% | -2.3% |
Q3 2017 | $1,965,000 | +2.8% | 58,215 | -0.4% | 0.75% | +4.2% |
Q2 2017 | $1,912,000 | +2.1% | 58,465 | -1.8% | 0.72% | +4.8% |
Q1 2017 | $1,872,000 | +11.4% | 59,515 | +4.7% | 0.68% | +12.3% |
Q4 2016 | $1,680,000 | +6.7% | 56,840 | +8.3% | 0.61% | +3.7% |
Q3 2016 | $1,574,000 | +53.6% | 52,505 | +46.5% | 0.59% | +49.2% |
Q2 2016 | $1,025,000 | +90.9% | 35,830 | +93.4% | 0.39% | +85.8% |
Q1 2016 | $537,000 | -9.0% | 18,530 | -9.9% | 0.21% | -9.4% |
Q4 2015 | $590,000 | +1.5% | 20,560 | -0.5% | 0.23% | -3.3% |
Q3 2015 | $581,000 | -18.9% | 20,660 | -6.8% | 0.24% | -8.7% |
Q2 2015 | $716,000 | -3.9% | 22,160 | 0.0% | 0.26% | -0.4% |
Q1 2015 | $745,000 | -0.1% | 22,160 | 0.0% | 0.27% | 0.0% |
Q4 2014 | $746,000 | -5.9% | 22,160 | 0.0% | 0.27% | -5.3% |
Q3 2014 | $793,000 | -8.2% | 22,160 | +2.3% | 0.28% | -4.1% |
Q2 2014 | $864,000 | +3.3% | 21,660 | 0.0% | 0.29% | -2.7% |
Q1 2014 | $836,000 | +1.8% | 21,660 | 0.0% | 0.30% | -4.7% |
Q4 2013 | $821,000 | +4.6% | 21,660 | 0.0% | 0.32% | -2.2% |
Q3 2013 | $785,000 | +11.8% | 21,660 | -1.8% | 0.32% | +7.0% |
Q2 2013 | $702,000 | – | 22,060 | – | 0.30% | – |
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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% |