ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $192,247 | +3.1% | 7,301 | +7.6% | 0.03% | -11.4% |
| Q1 2023 | $186,472 | +16.4% | 6,783 | +15.0% | 0.04% | +6.1% |
| Q4 2022 | $160,170 | +21.3% | 5,897 | +0.4% | 0.03% | +10.0% |
| Q3 2022 | $132,000 | -16.5% | 5,876 | +0.7% | 0.03% | -11.8% |
| Q2 2022 | $158,000 | -14.1% | 5,833 | +0.6% | 0.03% | -2.9% |
| Q1 2022 | $184,000 | +6.4% | 5,798 | +4.4% | 0.04% | +2.9% |
| Q4 2021 | $173,000 | -63.7% | 5,552 | -64.6% | 0.03% | -68.5% |
| Q3 2021 | $477,000 | -5.9% | 15,672 | +0.2% | 0.11% | -7.7% |
| Q2 2021 | $507,000 | +66.2% | 15,642 | +61.4% | 0.12% | +48.1% |
| Q1 2021 | $305,000 | +117.9% | 9,689 | +103.6% | 0.08% | +97.5% |
| Q4 2020 | $140,000 | -17.6% | 4,759 | -30.0% | 0.04% | -25.9% |
| Q3 2020 | $170,000 | -7.6% | 6,803 | -7.3% | 0.05% | -16.9% |
| Q2 2020 | $184,000 | -52.2% | 7,340 | -35.9% | 0.06% | -52.2% |
| Q1 2020 | $385,000 | 0.0% | 11,459 | 0.0% | 0.14% | +0.7% |
| Q4 2019 | $385,000 | +0.3% | 11,459 | -8.3% | 0.14% | -6.9% |
| Q3 2019 | $384,000 | -34.7% | 12,495 | -34.7% | 0.14% | -35.3% |
| Q2 2019 | $588,000 | +2.4% | 19,126 | +2.9% | 0.22% | -5.5% |
| Q1 2019 | $574,000 | +4.4% | 18,591 | -3.0% | 0.24% | -7.4% |
| Q4 2018 | $550,000 | -52.3% | 19,160 | -45.7% | 0.26% | -46.2% |
| Q3 2018 | $1,152,000 | -8.3% | 35,290 | -9.9% | 0.48% | -14.5% |
| Q2 2018 | $1,256,000 | -14.1% | 39,183 | -11.6% | 0.56% | -7.6% |
| Q1 2018 | $1,463,000 | -10.2% | 44,323 | -8.1% | 0.60% | -6.2% |
| Q4 2017 | $1,629,000 | -8.8% | 48,219 | -8.9% | 0.64% | -13.9% |
| Q3 2017 | $1,787,000 | +1.9% | 52,943 | -1.2% | 0.75% | -7.1% |
| Q2 2017 | $1,754,000 | -0.4% | 53,602 | -4.2% | 0.80% | -3.1% |
| Q1 2017 | $1,761,000 | -6.8% | 55,973 | -12.4% | 0.83% | -10.3% |
| Q4 2016 | $1,890,000 | -9.8% | 63,927 | -8.6% | 0.92% | -10.5% |
| Q3 2016 | $2,096,000 | +1.3% | 69,922 | -3.3% | 1.03% | -2.5% |
| Q2 2016 | $2,069,000 | -8.1% | 72,279 | -7.0% | 1.06% | -15.5% |
| Q1 2016 | $2,252,000 | -12.6% | 77,689 | -7.5% | 1.26% | -11.4% |
| Q4 2015 | $2,577,000 | -28.5% | 83,961 | -32.3% | 1.42% | -34.2% |
| Q3 2015 | $3,604,000 | -30.8% | 124,002 | -23.0% | 2.16% | -31.1% |
| Q2 2015 | $5,209,000 | -1.2% | 161,130 | +2.8% | 3.13% | -6.8% |
| Q1 2015 | $5,271,000 | +19.6% | 156,703 | +19.8% | 3.36% | +16.4% |
| Q4 2014 | $4,406,000 | -5.8% | 130,775 | +0.0% | 2.88% | -7.7% |
| Q3 2014 | $4,679,000 | +20.4% | 130,740 | +34.2% | 3.12% | +10.7% |
| Q2 2014 | $3,886,000 | +10.7% | 97,422 | +7.2% | 2.82% | +7.8% |
| Q1 2014 | $3,510,000 | -42.4% | 90,837 | -43.5% | 2.62% | +14.5% |
| Q4 2013 | $6,098,000 | +114.0% | 160,738 | +104.5% | 2.29% | -0.6% |
| Q3 2013 | $2,849,000 | +33.9% | 78,582 | +17.5% | 2.30% | +26.1% |
| Q2 2013 | $2,128,000 | – | 66,867 | – | 1.82% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |