ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $82 | +215.4% | 3,264 | +226.1% | 0.00% | – |
| Q2 2023 | $26 | +18.2% | 1,001 | +21.6% | 0.00% | – |
| Q1 2023 | $22 | -35.3% | 823 | -35.5% | 0.00% | – |
| Q4 2022 | $34 | -100.0% | 1,276 | -89.2% | 0.00% | – |
| Q3 2021 | $384,000 | +0.3% | 11,828 | 0.0% | 0.00% | – |
| Q2 2021 | $383,000 | -18.3% | 11,828 | -20.7% | 0.00% | -100.0% |
| Q1 2021 | $469,000 | +23350.0% | 14,917 | +13338.7% | 0.00% | – |
| Q3 2020 | $2,000 | -94.4% | 111 | -90.7% | 0.00% | – |
| Q2 2019 | $36,000 | -20.0% | 1,189 | -19.1% | 0.00% | – |
| Q1 2019 | $45,000 | +164.7% | 1,469 | +144.8% | 0.00% | – |
| Q4 2018 | $17,000 | -15.0% | 600 | -7.3% | 0.00% | – |
| Q2 2018 | $20,000 | -25.9% | 647 | -23.7% | 0.00% | -100.0% |
| Q1 2018 | $27,000 | +17.4% | 848 | +4.7% | 0.00% | 0.0% |
| Q4 2016 | $23,000 | -60.3% | 810 | -58.7% | 0.00% | -75.0% |
| Q3 2016 | $58,000 | +346.2% | 1,959 | +302.3% | 0.00% | +300.0% |
| Q3 2015 | $13,000 | -92.8% | 487 | -91.3% | 0.00% | -93.3% |
| Q2 2015 | $181,000 | +5933.3% | 5,618 | +5250.5% | 0.02% | – |
| Q1 2015 | $3,000 | -50.0% | 105 | -44.7% | 0.00% | -100.0% |
| Q4 2014 | $6,000 | – | 190 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |