ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 439 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is 0.34 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $736,741 | -11.5% | 26,626 | -10.4% | 0.10% | -13.9% |
Q1 2024 | $832,816 | -4.6% | 29,701 | -4.8% | 0.12% | -10.3% |
Q4 2023 | $873,315 | +10.2% | 31,201 | 0.0% | 0.14% | +3.0% |
Q3 2023 | $792,505 | -4.5% | 31,201 | -1.0% | 0.13% | 0.0% |
Q2 2023 | $829,421 | -3.5% | 31,501 | +0.8% | 0.13% | -9.0% |
Q1 2023 | $859,089 | +0.1% | 31,251 | -1.1% | 0.14% | -2.0% |
Q4 2022 | $858,283 | +34.7% | 31,601 | +11.9% | 0.15% | +23.3% |
Q3 2022 | $637,000 | -16.9% | 28,251 | 0.0% | 0.12% | -12.4% |
Q2 2022 | $767,000 | -35.1% | 28,251 | -24.1% | 0.14% | -25.1% |
Q1 2022 | $1,182,000 | -0.8% | 37,226 | -2.6% | 0.18% | +4.0% |
Q4 2021 | $1,191,000 | +10.4% | 38,201 | +7.6% | 0.18% | +1.1% |
Q3 2021 | $1,079,000 | -18.5% | 35,490 | -13.2% | 0.17% | -19.8% |
Q2 2021 | $1,324,000 | -0.2% | 40,865 | -3.0% | 0.22% | -4.8% |
Q1 2021 | $1,326,000 | +1.2% | 42,140 | -5.2% | 0.23% | -3.4% |
Q4 2020 | $1,310,000 | +11.0% | 44,450 | -6.1% | 0.24% | +0.9% |
Q3 2020 | $1,180,000 | -1.0% | 47,335 | -0.3% | 0.23% | -6.4% |
Q2 2020 | $1,192,000 | +8.9% | 47,460 | -2.1% | 0.25% | -6.4% |
Q1 2020 | $1,095,000 | -32.4% | 48,460 | +0.4% | 0.27% | -15.8% |
Q4 2019 | $1,620,000 | +6.2% | 48,262 | -2.7% | 0.32% | +3.6% |
Q3 2019 | $1,525,000 | -2.4% | 49,612 | -2.4% | 0.31% | -13.3% |
Q2 2019 | $1,562,000 | 0.0% | 50,830 | +0.4% | 0.35% | -0.8% |
Q1 2019 | $1,562,000 | +6.2% | 50,615 | -1.2% | 0.36% | -4.3% |
Q4 2018 | $1,471,000 | -26.6% | 51,245 | -16.6% | 0.37% | -13.3% |
Q3 2018 | $2,005,000 | +17.0% | 61,445 | +14.9% | 0.43% | +9.4% |
Q2 2018 | $1,714,000 | – | 53,495 | – | 0.39% | – |
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% |