ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $37,160 | -3.5% | 1,463 | 0.0% | 0.00% | 0.0% |
Q2 2023 | $38,520 | -4.2% | 1,463 | 0.0% | 0.00% | 0.0% |
Q1 2023 | $40,217 | -52.2% | 1,463 | -52.8% | 0.00% | -66.7% |
Q4 2022 | $84,133 | +15.3% | 3,097 | -5.8% | 0.00% | 0.0% |
Q3 2022 | $73,000 | -18.9% | 3,289 | -0.9% | 0.00% | 0.0% |
Q2 2022 | $90,000 | +1.1% | 3,320 | +18.7% | 0.00% | -40.0% |
Q1 2022 | $89,000 | -18.3% | 2,798 | -20.4% | 0.01% | +66.7% |
Q4 2021 | $109,000 | +1.9% | 3,517 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $107,000 | +2040.0% | 3,517 | +1921.3% | 0.00% | – |
Q2 2021 | $5,000 | 0.0% | 174 | 0.0% | 0.00% | – |
Q1 2021 | $5,000 | -44.4% | 174 | -56.3% | 0.00% | -100.0% |
Q2 2020 | $9,000 | +12.5% | 398 | 0.0% | 0.00% | 0.0% |
Q1 2020 | $8,000 | -95.9% | 398 | -93.2% | 0.00% | -92.9% |
Q4 2019 | $195,000 | +9.6% | 5,823 | 0.0% | 0.01% | 0.0% |
Q3 2019 | $178,000 | -8.2% | 5,823 | -8.0% | 0.01% | -6.7% |
Q2 2019 | $194,000 | -0.5% | 6,331 | 0.0% | 0.02% | -6.2% |
Q1 2019 | $195,000 | +7.7% | 6,331 | 0.0% | 0.02% | 0.0% |
Q4 2018 | $181,000 | -12.1% | 6,331 | 0.0% | 0.02% | 0.0% |
Q3 2018 | $206,000 | +2.0% | 6,331 | 0.0% | 0.02% | -5.9% |
Q2 2018 | $202,000 | -5.6% | 6,331 | 0.0% | 0.02% | -19.0% |
Q1 2018 | $214,000 | -1.4% | 6,331 | 0.0% | 0.02% | 0.0% |
Q4 2017 | $217,000 | +1.9% | 6,331 | 0.0% | 0.02% | -4.5% |
Q3 2017 | $213,000 | +0.9% | 6,331 | 0.0% | 0.02% | -4.3% |
Q2 2017 | $211,000 | -17.6% | 6,331 | -21.4% | 0.02% | -20.7% |
Q1 2017 | $256,000 | +7.6% | 8,056 | 0.0% | 0.03% | -3.3% |
Q4 2016 | $238,000 | 0.0% | 8,056 | 0.0% | 0.03% | 0.0% |
Q3 2016 | $238,000 | +1730.8% | 8,056 | +1651.3% | 0.03% | +1400.0% |
Q2 2016 | $13,000 | 0.0% | 460 | 0.0% | 0.00% | +100.0% |
Q1 2016 | $13,000 | 0.0% | 460 | 0.0% | 0.00% | -50.0% |
Q4 2015 | $13,000 | -99.6% | 460 | -99.6% | 0.00% | -99.6% |
Q3 2015 | $3,364,000 | -17.6% | 119,587 | -5.3% | 0.52% | -12.3% |
Q2 2015 | $4,083,000 | +30.4% | 126,297 | +35.6% | 0.59% | +30.7% |
Q1 2015 | $3,132,000 | +241.9% | 93,118 | +242.4% | 0.45% | +221.3% |
Q4 2014 | $916,000 | +14.8% | 27,197 | +22.0% | 0.14% | +12.8% |
Q3 2014 | $798,000 | -10.7% | 22,288 | -0.5% | 0.12% | -3.1% |
Q2 2014 | $894,000 | +2.1% | 22,400 | -1.3% | 0.13% | +4.9% |
Q1 2014 | $876,000 | +2.8% | 22,694 | +1.1% | 0.12% | -3.9% |
Q4 2013 | $852,000 | +20.9% | 22,450 | +15.4% | 0.13% | +13.3% |
Q3 2013 | $705,000 | – | 19,455 | – | 0.11% | – |
Download |
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% |