ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $643,636 | +118.0% | 25,340 | +125.9% | 0.01% | +75.0% |
Q2 2023 | $295,291 | -63.6% | 11,215 | -61.9% | 0.00% | -75.0% |
Q1 2023 | $810,213 | +63.7% | 29,473 | +34.2% | 0.02% | +6.7% |
Q3 2022 | $495,000 | +70.7% | 21,965 | +122.9% | 0.02% | +114.3% |
Q4 2020 | $290,000 | +1.0% | 9,855 | -13.8% | 0.01% | +16.7% |
Q2 2020 | $287,000 | -9.2% | 11,438 | -18.2% | 0.01% | -14.3% |
Q1 2020 | $316,000 | -53.2% | 13,979 | -33.6% | 0.01% | +133.3% |
Q2 2018 | $675,000 | -22.8% | 21,059 | -20.5% | 0.00% | -40.0% |
Q1 2018 | $874,000 | +291.9% | 26,491 | +288.8% | 0.01% | -88.1% |
Q2 2017 | $223,000 | -53.9% | 6,813 | -55.8% | 0.04% | -55.8% |
Q1 2017 | $484,000 | -48.9% | 15,397 | -52.0% | 0.10% | -70.0% |
Q4 2016 | $948,000 | +246.0% | 32,082 | +229.9% | 0.32% | -26.3% |
Q3 2015 | $274,000 | +23.4% | 9,724 | +41.8% | 0.43% | +16.2% |
Q2 2015 | $222,000 | -42.9% | 6,858 | -40.5% | 0.37% | +12.5% |
Q4 2014 | $389,000 | – | 11,534 | – | 0.33% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |