ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $398,185 | -11.4% | 15,676 | -8.2% | 0.01% | -10.0% |
| Q2 2023 | $449,472 | +47.8% | 17,070 | +54.3% | 0.01% | +25.0% |
| Q1 2023 | $304,177 | -38.6% | 11,065 | -39.3% | 0.01% | -38.5% |
| Q4 2022 | $495,238 | +11.0% | 18,234 | -7.8% | 0.01% | +8.3% |
| Q3 2022 | $446,000 | +0.9% | 19,778 | +21.6% | 0.01% | +9.1% |
| Q2 2022 | $442,000 | -3.7% | 16,260 | +12.5% | 0.01% | +10.0% |
| Q1 2022 | $459,000 | +58.3% | 14,449 | +55.2% | 0.01% | +66.7% |
| Q4 2021 | $290,000 | -24.1% | 9,309 | -25.9% | 0.01% | -40.0% |
| Q3 2021 | $382,000 | -6.6% | 12,569 | -0.4% | 0.01% | 0.0% |
| Q2 2021 | $409,000 | +37.2% | 12,618 | +33.1% | 0.01% | +25.0% |
| Q1 2021 | $298,000 | +10.0% | 9,482 | +17.3% | 0.01% | -27.3% |
| Q4 2019 | $271,000 | +11.1% | 8,084 | +1.7% | 0.01% | 0.0% |
| Q3 2019 | $244,000 | -18.7% | 7,946 | -18.5% | 0.01% | -15.4% |
| Q2 2019 | $300,000 | -16.7% | 9,755 | -16.4% | 0.01% | -18.8% |
| Q1 2019 | $360,000 | +5.0% | 11,663 | -2.3% | 0.02% | -11.1% |
| Q4 2018 | $343,000 | -20.0% | 11,935 | -9.2% | 0.02% | -5.3% |
| Q3 2018 | $429,000 | -35.0% | 13,143 | -36.2% | 0.02% | -34.5% |
| Q2 2018 | $660,000 | -19.1% | 20,595 | -16.7% | 0.03% | -14.7% |
| Q1 2018 | $816,000 | -20.5% | 24,724 | -18.6% | 0.03% | -26.1% |
| Q4 2017 | $1,026,000 | -20.7% | 30,368 | -20.8% | 0.05% | -24.6% |
| Q3 2017 | $1,294,000 | +15.3% | 38,320 | +11.7% | 0.06% | +5.2% |
| Q2 2017 | $1,122,000 | +25.9% | 34,294 | +21.1% | 0.06% | +16.0% |
| Q1 2017 | $891,000 | -6.5% | 28,321 | -12.1% | 0.05% | -15.3% |
| Q4 2016 | $953,000 | -50.4% | 32,232 | -49.7% | 0.06% | -54.6% |
| Q3 2016 | $1,920,000 | -4.1% | 64,044 | -8.5% | 0.13% | -12.8% |
| Q2 2016 | $2,003,000 | +33.1% | 69,974 | +34.8% | 0.15% | +15.5% |
| Q1 2016 | $1,505,000 | +32.0% | 51,901 | +30.7% | 0.13% | +35.8% |
| Q4 2015 | $1,140,000 | +6.8% | 39,702 | +5.0% | 0.10% | -29.1% |
| Q3 2015 | $1,067,000 | +8.5% | 37,826 | +24.4% | 0.13% | +6.3% |
| Q2 2015 | $983,000 | +7.2% | 30,406 | +11.5% | 0.13% | +15.6% |
| Q1 2015 | $917,000 | +43.3% | 27,268 | +43.7% | 0.11% | -5.2% |
| Q4 2014 | $640,000 | +161.2% | 18,982 | +179.7% | 0.12% | +101.8% |
| Q3 2014 | $245,000 | – | 6,786 | – | 0.06% | – |
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% |