ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $270,614 | -17.6% | 9,651 | -17.7% | 0.00% | 0.0% |
| Q4 2023 | $328,379 | -49.0% | 11,732 | -53.7% | 0.00% | -57.1% |
| 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. | 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% |