ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
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% | – |
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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% |