ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $45,000 | -16.7% | 2,009 | 0.0% | 0.02% | -16.7% |
Q2 2022 | $54,000 | -14.3% | 2,009 | +1.2% | 0.02% | +5.9% |
Q1 2022 | $63,000 | +3.3% | 1,986 | +0.6% | 0.02% | 0.0% |
Q4 2021 | $61,000 | +3.4% | 1,975 | +0.5% | 0.02% | -5.6% |
Q3 2021 | $59,000 | -6.3% | 1,965 | +1.0% | 0.02% | -5.3% |
Q2 2021 | $63,000 | +5.0% | 1,946 | +0.6% | 0.02% | 0.0% |
Q1 2021 | $60,000 | -21.1% | 1,934 | -25.5% | 0.02% | -24.0% |
Q4 2020 | $76,000 | -26.9% | 2,596 | -38.3% | 0.02% | -34.2% |
Q3 2020 | $104,000 | -1.0% | 4,210 | +0.3% | 0.04% | 0.0% |
Q2 2020 | $105,000 | +15.4% | 4,199 | +3.4% | 0.04% | +5.6% |
Q1 2020 | $91,000 | -66.9% | 4,060 | -50.1% | 0.04% | -60.4% |
Q4 2019 | $275,000 | +1.1% | 8,139 | -8.1% | 0.09% | -5.2% |
Q3 2019 | $272,000 | +0.4% | 8,858 | +0.1% | 0.10% | -2.0% |
Q2 2019 | $271,000 | -0.4% | 8,850 | +0.2% | 0.10% | 0.0% |
Q1 2019 | $272,000 | +7.9% | 8,830 | +0.1% | 0.10% | -6.7% |
Q4 2018 | $252,000 | -12.2% | 8,821 | +0.2% | 0.10% | -5.4% |
Q3 2018 | $287,000 | +1.8% | 8,800 | 0.0% | 0.11% | -0.9% |
Q2 2018 | $282,000 | -6.0% | 8,800 | -3.2% | 0.11% | -10.4% |
Q1 2018 | $300,000 | -1.6% | 9,089 | +0.5% | 0.12% | -6.0% |
Q4 2017 | $305,000 | +1.0% | 9,043 | +0.9% | 0.13% | -5.7% |
Q3 2017 | $302,000 | +7.1% | 8,960 | +3.8% | 0.14% | -3.4% |
Q2 2017 | $282,000 | +5.6% | 8,631 | +1.4% | 0.15% | +2.1% |
Q1 2017 | $267,000 | +6.8% | 8,513 | +0.3% | 0.14% | +1.4% |
Q4 2016 | $250,000 | -1.6% | 8,489 | +0.0% | 0.14% | -2.1% |
Q3 2016 | $254,000 | +5.0% | 8,487 | 0.0% | 0.14% | +9.1% |
Q2 2016 | $242,000 | +96.7% | 8,487 | +99.1% | 0.13% | +94.1% |
Q1 2016 | $123,000 | +15.0% | 4,262 | +14.1% | 0.07% | +41.7% |
Q4 2015 | $107,000 | +17.6% | 3,736 | +15.5% | 0.05% | +11.6% |
Q3 2015 | $91,000 | +85.7% | 3,236 | +109.6% | 0.04% | +95.5% |
Q2 2015 | $49,000 | – | 1,544 | – | 0.02% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |