ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $863,857 | +8.7% | 30,863 | -1.4% | 0.08% | -6.0% |
| Q3 2023 | $794,763 | +1.0% | 31,290 | +4.7% | 0.08% | 0.0% |
| Q2 2023 | $786,708 | +18.1% | 29,879 | +23.3% | 0.08% | +10.5% |
| Q1 2023 | $666,415 | +4.3% | 24,242 | +3.1% | 0.08% | +5.6% |
| Q4 2022 | $638,813 | +41.6% | 23,520 | +17.5% | 0.07% | +12.5% |
| Q3 2022 | $451,000 | -5.6% | 20,017 | +13.7% | 0.06% | 0.0% |
| Q2 2022 | $478,000 | -13.9% | 17,599 | +0.8% | 0.06% | -1.5% |
| Q1 2022 | $555,000 | +0.4% | 17,466 | -1.5% | 0.06% | 0.0% |
| Q4 2021 | $553,000 | +2.8% | 17,728 | +0.2% | 0.06% | -8.5% |
| Q3 2021 | $538,000 | -5.1% | 17,700 | +1.2% | 0.07% | -6.6% |
| Q2 2021 | $567,000 | +5.2% | 17,485 | +2.1% | 0.08% | 0.0% |
| Q1 2021 | $539,000 | -15.9% | 17,133 | -21.3% | 0.08% | -20.8% |
| Q4 2020 | $641,000 | +17.6% | 21,766 | -0.4% | 0.10% | +5.5% |
| Q3 2020 | $545,000 | -12.1% | 21,846 | -8.8% | 0.09% | -13.3% |
| Q2 2020 | $620,000 | +29.4% | 23,963 | +13.2% | 0.10% | -3.7% |
| Q1 2020 | $479,000 | -43.0% | 21,177 | -15.5% | 0.11% | -23.2% |
| Q4 2019 | $841,000 | +20.7% | 25,048 | +10.4% | 0.14% | +10.1% |
| Q3 2019 | $697,000 | -6.7% | 22,682 | -6.7% | 0.13% | -12.8% |
| Q2 2019 | $747,000 | -10.6% | 24,316 | -10.3% | 0.15% | -16.9% |
| Q1 2019 | $836,000 | +23.3% | 27,102 | +14.8% | 0.18% | +17.1% |
| Q4 2018 | $678,000 | -2.7% | 23,605 | +5.5% | 0.15% | -10.1% |
| Q3 2018 | $697,000 | +8.6% | 22,365 | +11.6% | 0.17% | +2.4% |
| Q2 2018 | $642,000 | -17.9% | 20,045 | -15.4% | 0.16% | -14.9% |
| Q1 2018 | $782,000 | +8.5% | 23,681 | +11.0% | 0.19% | +10.9% |
| Q4 2017 | $721,000 | -0.3% | 21,325 | -0.4% | 0.18% | -19.7% |
| Q3 2017 | $723,000 | -19.8% | 21,417 | -22.4% | 0.22% | -20.7% |
| Q2 2017 | $902,000 | +1.7% | 27,587 | -2.2% | 0.28% | -2.1% |
| Q1 2017 | $887,000 | +2.1% | 28,211 | -4.1% | 0.28% | -2.8% |
| Q4 2016 | $869,000 | -8.0% | 29,421 | -6.7% | 0.29% | -14.2% |
| Q3 2016 | $945,000 | -20.9% | 31,534 | -24.5% | 0.34% | -24.6% |
| Q2 2016 | $1,195,000 | 0.0% | 41,740 | +1.3% | 0.45% | -4.7% |
| Q1 2016 | $1,195,000 | +64.6% | 41,218 | +63.0% | 0.47% | +69.3% |
| Q4 2015 | $726,000 | -7.3% | 25,290 | -9.2% | 0.28% | -9.5% |
| Q3 2015 | $783,000 | -14.1% | 27,860 | -1.2% | 0.31% | -18.8% |
| Q2 2015 | $911,000 | +5.7% | 28,185 | +9.9% | 0.38% | +10.9% |
| Q1 2015 | $862,000 | – | 25,650 | – | 0.34% | – |
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% |