ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,227,111 | -11.4% | 87,643 | -8.2% | 0.00% | 0.0% |
| Q2 2023 | $2,514,536 | -3.4% | 95,501 | +0.9% | 0.00% | -25.0% |
| Q1 2023 | $2,602,627 | -11.0% | 94,675 | -12.1% | 0.00% | 0.0% |
| Q4 2022 | $2,924,167 | +96.1% | 107,664 | +62.6% | 0.00% | +33.3% |
| Q3 2022 | $1,491,000 | -43.5% | 66,199 | -31.9% | 0.00% | -25.0% |
| Q2 2022 | $2,640,000 | -11.3% | 97,219 | +3.8% | 0.00% | -20.0% |
| Q1 2022 | $2,976,000 | +241.7% | 93,685 | +235.3% | 0.01% | +400.0% |
| Q4 2021 | $871,000 | -47.9% | 27,942 | -49.1% | 0.00% | -66.7% |
| Q3 2021 | $1,671,000 | -2.7% | 54,931 | +3.6% | 0.00% | 0.0% |
| Q2 2021 | $1,718,000 | -12.8% | 53,016 | -15.3% | 0.00% | -25.0% |
| Q1 2021 | $1,970,000 | +13.9% | 62,592 | +6.7% | 0.00% | 0.0% |
| Q4 2020 | $1,729,000 | +14.4% | 58,672 | -3.3% | 0.00% | 0.0% |
| Q3 2020 | $1,512,000 | +6.8% | 60,652 | +7.6% | 0.00% | 0.0% |
| Q2 2020 | $1,416,000 | +22.5% | 56,362 | +10.2% | 0.00% | 0.0% |
| Q1 2020 | $1,156,000 | -64.1% | 51,144 | -46.7% | 0.00% | -60.0% |
| Q4 2019 | $3,221,000 | +12.2% | 95,951 | +2.7% | 0.01% | +11.1% |
| Q3 2019 | $2,872,000 | -0.9% | 93,430 | -1.0% | 0.01% | -10.0% |
| Q2 2019 | $2,898,000 | +0.2% | 94,339 | +0.6% | 0.01% | 0.0% |
| Q1 2019 | $2,893,000 | +7.5% | 93,756 | -0.0% | 0.01% | -9.1% |
| Q4 2018 | $2,692,000 | +2.4% | 93,761 | +16.4% | 0.01% | +10.0% |
| Q3 2018 | $2,628,000 | +2.6% | 80,552 | +0.8% | 0.01% | 0.0% |
| Q2 2018 | $2,562,000 | -1.2% | 79,950 | +1.8% | 0.01% | -9.1% |
| Q1 2018 | $2,592,000 | -2.3% | 78,529 | -0.0% | 0.01% | 0.0% |
| Q4 2017 | $2,654,000 | -1.6% | 78,537 | -1.7% | 0.01% | -15.4% |
| Q3 2017 | $2,697,000 | +4.6% | 79,884 | +1.3% | 0.01% | 0.0% |
| Q2 2017 | $2,579,000 | +81.6% | 78,829 | +74.6% | 0.01% | +62.5% |
| Q1 2017 | $1,420,000 | +1.9% | 45,141 | -4.2% | 0.01% | 0.0% |
| Q4 2016 | $1,393,000 | +12.3% | 47,141 | +14.0% | 0.01% | 0.0% |
| Q3 2016 | $1,240,000 | +23.3% | 41,359 | +17.7% | 0.01% | +14.3% |
| Q2 2016 | $1,006,000 | -1.9% | 35,134 | -0.6% | 0.01% | -12.5% |
| Q1 2016 | $1,025,000 | -7.4% | 35,344 | -8.3% | 0.01% | -11.1% |
| Q4 2015 | $1,107,000 | +1143.8% | 38,549 | +1115.7% | 0.01% | +800.0% |
| Q3 2015 | $89,000 | +48.3% | 3,171 | +78.5% | 0.00% | 0.0% |
| Q1 2015 | $60,000 | -45.9% | 1,776 | -46.1% | 0.00% | 0.0% |
| Q4 2014 | $111,000 | +82.0% | 3,292 | +93.9% | 0.00% | 0.0% |
| Q3 2014 | $61,000 | -37.8% | 1,698 | -30.7% | 0.00% | 0.0% |
| Q2 2014 | $98,000 | +3.2% | 2,449 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $95,000 | 0.0% | 2,449 | -2.4% | 0.00% | -50.0% |
| Q4 2013 | $95,000 | +120.9% | 2,508 | +112.7% | 0.00% | +100.0% |
| Q3 2013 | $43,000 | -10.4% | 1,179 | -21.0% | 0.00% | 0.0% |
| Q2 2013 | $48,000 | – | 1,493 | – | 0.00% | – |
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% |