ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $101,600 | -3.5% | 4,000 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $105,320 | -4.8% | 4,000 | -0.6% | 0.01% | -7.7% |
| Q1 2023 | $110,675 | -18.1% | 4,026 | -19.1% | 0.01% | -23.5% |
| Q4 2022 | $135,148 | +18.6% | 4,976 | -1.5% | 0.02% | +13.3% |
| Q3 2022 | $114,000 | -45.2% | 5,054 | -39.0% | 0.02% | -57.1% |
| Q2 2020 | $208,000 | -22.7% | 8,281 | -30.3% | 0.04% | -37.5% |
| Q1 2020 | $269,000 | -36.0% | 11,881 | -5.0% | 0.06% | -20.0% |
| Q4 2019 | $420,000 | +5.3% | 12,501 | -3.6% | 0.07% | -1.4% |
| Q3 2019 | $399,000 | -17.7% | 12,966 | -17.8% | 0.07% | -19.3% |
| Q2 2019 | $485,000 | -7.8% | 15,775 | -7.4% | 0.09% | -12.0% |
| Q1 2019 | $526,000 | +40.6% | 17,033 | +30.6% | 0.10% | +9.9% |
| Q4 2018 | $374,000 | -38.4% | 13,038 | -29.9% | 0.09% | -20.2% |
| Q3 2018 | $607,000 | -4.3% | 18,610 | -5.9% | 0.11% | -9.5% |
| Q2 2018 | $634,000 | -3.4% | 19,777 | -0.5% | 0.13% | -6.0% |
| Q1 2018 | $656,000 | -4.1% | 19,867 | -1.9% | 0.13% | +26.4% |
| Q4 2017 | $684,000 | +26.0% | 20,248 | +25.9% | 0.11% | -10.9% |
| Q3 2017 | $543,000 | -5.4% | 16,084 | -8.4% | 0.12% | -8.5% |
| Q2 2017 | $574,000 | +185.6% | 17,555 | +161.5% | 0.13% | +106.3% |
| Q3 2016 | $201,000 | -0.5% | 6,712 | -3.5% | 0.06% | -4.5% |
| Q1 2016 | $202,000 | -12.6% | 6,957 | -13.5% | 0.07% | -14.3% |
| Q4 2015 | $231,000 | +1.3% | 8,040 | -0.8% | 0.08% | 0.0% |
| Q3 2015 | $228,000 | -62.4% | 8,107 | -56.8% | 0.08% | -59.0% |
| Q2 2015 | $607,000 | +10.4% | 18,772 | +14.7% | 0.19% | +11.9% |
| Q1 2015 | $550,000 | +36.8% | 16,363 | +37.3% | 0.17% | +8.4% |
| Q4 2014 | $402,000 | -14.6% | 11,922 | -9.5% | 0.16% | +6.2% |
| Q3 2014 | $471,000 | -15.4% | 13,168 | -5.8% | 0.15% | -13.6% |
| Q2 2014 | $557,000 | +5.7% | 13,976 | +2.6% | 0.17% | +2.4% |
| Q1 2014 | $527,000 | +6.9% | 13,627 | +4.8% | 0.16% | +6.5% |
| Q4 2013 | $493,000 | +39.3% | 13,001 | +33.1% | 0.16% | +29.2% |
| Q3 2013 | $354,000 | +13.1% | 9,768 | -0.5% | 0.12% | +8.1% |
| Q2 2013 | $313,000 | – | 9,818 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |