ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,722,125 | +12.8% | 62,238 | +14.3% | 0.01% | +9.1% |
Q1 2024 | $1,527,105 | -7.4% | 54,461 | -7.5% | 0.01% | -15.4% |
Q4 2023 | $1,648,266 | +8.0% | 58,887 | -2.0% | 0.01% | -7.1% |
Q3 2023 | $1,525,493 | -32.6% | 60,059 | -29.8% | 0.01% | -30.0% |
Q2 2023 | $2,264,825 | +0.2% | 85,585 | +4.1% | 0.02% | -9.1% |
Q1 2023 | $2,259,485 | +850.1% | 82,193 | -0.4% | 0.02% | +83.3% |
Q4 2022 | $237,808 | -89.3% | 82,515 | -16.2% | 0.01% | -53.8% |
Q3 2022 | $2,221,000 | -20.2% | 98,523 | -3.9% | 0.03% | +4.0% |
Q2 2022 | $2,784,000 | -18.4% | 102,490 | -4.5% | 0.02% | -3.8% |
Q1 2022 | $3,410,000 | +22.3% | 107,354 | +20.1% | 0.03% | +23.8% |
Q4 2021 | $2,788,000 | +5.5% | 89,422 | +2.9% | 0.02% | +23.5% |
Q3 2021 | $2,642,000 | +17.8% | 86,892 | +25.5% | 0.02% | -15.0% |
Q2 2021 | $2,242,000 | +18.4% | 69,210 | +15.1% | 0.02% | +11.1% |
Q1 2021 | $1,893,000 | +6.8% | 60,149 | +0.0% | 0.02% | 0.0% |
Q4 2020 | $1,772,000 | +49.2% | 60,129 | +26.5% | 0.02% | +20.0% |
Q3 2020 | $1,188,000 | -6.8% | 47,543 | -6.3% | 0.02% | -16.7% |
Q2 2020 | $1,275,000 | -11.0% | 50,750 | -19.9% | 0.02% | -30.8% |
Q1 2020 | $1,432,000 | -41.6% | 63,370 | -13.2% | 0.03% | -31.6% |
Q4 2019 | $2,450,000 | -2.1% | 73,005 | -9.6% | 0.04% | -2.6% |
Q3 2019 | $2,503,000 | -1.8% | 80,795 | -2.6% | 0.04% | -15.2% |
Q2 2019 | $2,549,000 | -6.6% | 82,962 | -6.2% | 0.05% | -14.8% |
Q1 2019 | $2,729,000 | +12.0% | 88,420 | +4.2% | 0.05% | -8.5% |
Q4 2018 | $2,436,000 | -17.1% | 84,854 | -5.7% | 0.06% | -1.7% |
Q3 2018 | $2,937,000 | +63.4% | 89,996 | +59.5% | 0.06% | +106.9% |
Q2 2018 | $1,797,000 | +19.5% | 56,441 | +23.9% | 0.03% | -50.8% |
Q1 2018 | $1,504,000 | -31.6% | 45,556 | -28.5% | 0.06% | -36.6% |
Q4 2017 | $2,200,000 | -29.8% | 63,739 | -31.9% | 0.09% | +19.2% |
Q3 2017 | $3,135,000 | +6.1% | 93,625 | +3.2% | 0.08% | -2.5% |
Q2 2017 | $2,954,000 | +28.8% | 90,705 | +23.1% | 0.08% | +25.0% |
Q1 2017 | $2,294,000 | -13.0% | 73,686 | -15.1% | 0.06% | -25.6% |
Q4 2016 | $2,638,000 | -0.9% | 86,816 | -2.8% | 0.09% | -21.1% |
Q3 2016 | $2,663,000 | +24.7% | 89,336 | +17.5% | 0.11% | +26.7% |
Q2 2016 | $2,136,000 | -8.4% | 76,056 | -5.4% | 0.09% | -23.9% |
Q1 2016 | $2,331,000 | -6.2% | 80,405 | -7.1% | 0.11% | -5.0% |
Q4 2015 | $2,485,000 | -8.7% | 86,541 | -10.6% | 0.12% | -20.7% |
Q3 2015 | $2,723,000 | -20.4% | 96,789 | -8.6% | 0.15% | -7.4% |
Q2 2015 | $3,423,000 | -0.7% | 105,872 | +3.3% | 0.16% | -18.6% |
Q1 2015 | $3,448,000 | -4.7% | 102,511 | -4.6% | 0.20% | -14.6% |
Q4 2014 | $3,619,000 | -7.1% | 107,420 | -1.3% | 0.23% | -13.4% |
Q3 2014 | $3,894,000 | -3.1% | 108,796 | +8.0% | 0.27% | -22.3% |
Q2 2014 | $4,017,000 | +26.3% | 100,712 | +22.3% | 0.35% | +3.3% |
Q1 2014 | $3,181,000 | +143.9% | 82,316 | +139.5% | 0.34% | +129.5% |
Q4 2013 | $1,304,000 | – | 34,371 | – | 0.15% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |