ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $253,000 | -5.2% | 9,305 | +10.5% | 0.02% | +11.8% |
| Q1 2022 | $267,000 | +2.7% | 8,421 | +0.8% | 0.02% | +13.3% |
| Q4 2021 | $260,000 | +13.0% | 8,354 | +10.7% | 0.02% | -6.2% |
| Q3 2021 | $230,000 | -4.6% | 7,547 | +1.4% | 0.02% | -20.0% |
| Q2 2021 | $241,000 | -0.8% | 7,440 | -3.5% | 0.02% | -16.7% |
| Q1 2021 | $243,000 | -14.4% | 7,711 | -19.9% | 0.02% | -58.6% |
| Q4 2020 | $284,000 | -9.8% | 9,629 | -21.5% | 0.06% | -14.7% |
| Q3 2020 | $315,000 | -14.9% | 12,265 | -10.7% | 0.07% | -17.1% |
| Q2 2020 | $370,000 | -99.9% | 13,732 | +4.2% | 0.08% | 0.0% |
| Q1 2020 | $293,941,000 | -27.4% | 13,178 | +9.7% | 0.08% | -16.3% |
| Q4 2019 | $404,830,000 | +16.9% | 12,009 | +3.8% | 0.10% | -3.9% |
| Q3 2019 | $346,243,000 | +111232.2% | 11,565 | +14.1% | 0.10% | -1.9% |
| Q2 2019 | $311,000 | -99.9% | 10,138 | +6.6% | 0.10% | -1.9% |
| Q1 2019 | $292,754,000 | +136064.7% | 9,511 | +35.0% | 0.11% | +5.0% |
| Q4 2018 | $215,000 | – | 7,043 | – | 0.10% | – |
| Q3 2018 | $0 | – | 0 | – | 0.00% | – |
| Q2 2018 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q4 2016 | $2,000 | -99.5% | 72 | -99.5% | 0.00% | -99.4% |
| Q3 2016 | $418,000 | +5.3% | 13,941 | -4.5% | 0.18% | -3.8% |
| Q2 2016 | $397,000 | +8.8% | 14,595 | +16.0% | 0.18% | -6.7% |
| Q1 2016 | $365,000 | -41.1% | 12,587 | -42.2% | 0.20% | -45.2% |
| Q4 2015 | $620,000 | +9.2% | 21,786 | +7.9% | 0.36% | -8.5% |
| Q3 2015 | $568,000 | -17.0% | 20,186 | -4.6% | 0.39% | -11.0% |
| Q2 2015 | $684,000 | -7.7% | 21,157 | -4.0% | 0.44% | -9.1% |
| Q1 2015 | $741,000 | +29.1% | 22,040 | +29.3% | 0.48% | +20.0% |
| Q4 2014 | $574,000 | +4.7% | 17,042 | +9.7% | 0.40% | +10.2% |
| Q3 2014 | $548,000 | +6.0% | 15,533 | +19.8% | 0.36% | +3.4% |
| Q2 2014 | $517,000 | -6.3% | 12,967 | -9.3% | 0.35% | -8.6% |
| Q1 2014 | $552,000 | +8.2% | 14,299 | +6.4% | 0.38% | +5.5% |
| Q4 2013 | $510,000 | – | 13,440 | – | 0.36% | – |
Download | ||||||
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% |