ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,223,000 | +0.2% | 39,226 | -2.2% | 0.08% | -15.8% |
| Q3 2021 | $1,221,000 | -3.2% | 40,120 | +3.1% | 0.10% | -5.9% |
| Q2 2021 | $1,261,000 | +4.6% | 38,917 | +1.6% | 0.10% | -5.6% |
| Q1 2021 | $1,206,000 | +11.4% | 38,304 | +4.2% | 0.11% | +2.9% |
| Q4 2020 | $1,083,000 | +19.3% | 36,767 | +1.0% | 0.10% | +6.1% |
| Q3 2020 | $908,000 | +9.4% | 36,412 | +10.2% | 0.10% | +1.0% |
| Q2 2020 | $830,000 | +3.6% | 33,038 | -6.8% | 0.10% | -5.8% |
| Q1 2020 | $801,000 | -68.9% | 35,467 | -53.7% | 0.10% | -61.1% |
| Q4 2019 | $2,572,000 | +15.4% | 76,620 | +5.6% | 0.26% | +9.5% |
| Q3 2019 | $2,229,000 | +114.7% | 72,544 | +114.6% | 0.24% | +118.0% |
| Q2 2019 | $1,038,000 | +160.2% | 33,801 | +161.4% | 0.11% | +9.9% |
| Q1 2019 | $399,000 | -41.8% | 12,933 | -45.8% | 0.10% | -28.9% |
| Q4 2018 | $685,000 | +64.3% | 23,862 | +86.8% | 0.14% | -26.4% |
| Q3 2018 | $417,000 | -45.6% | 12,775 | -46.5% | 0.19% | -34.4% |
| Q2 2018 | $766,000 | -3.4% | 23,892 | -0.6% | 0.29% | +76.0% |
| Q1 2018 | $793,000 | +22.8% | 24,028 | +25.7% | 0.17% | -39.5% |
| Q4 2017 | $646,000 | -6.8% | 19,116 | -6.3% | 0.28% | +43.0% |
| Q3 2017 | $693,000 | -99.9% | 20,406 | -11.5% | 0.19% | +4.3% |
| Q2 2017 | $755,000,000 | +15.4% | 23,067 | +12.2% | 0.18% | +1.6% |
| Q1 2017 | $654,000,000 | +1.6% | 20,552 | -5.7% | 0.18% | +61.1% |
| Q4 2016 | $644,000,000 | +99436.3% | 21,797 | +1.1% | 0.11% | -3.4% |
| Q3 2016 | $647,000 | +20.3% | 21,565 | +14.7% | 0.12% | -31.6% |
| Q2 2016 | $538,000 | +2.1% | 18,794 | +3.4% | 0.17% | -8.1% |
| Q1 2016 | $527,000 | -0.8% | 18,179 | -1.9% | 0.19% | -6.1% |
| Q4 2015 | $531,000 | -6.8% | 18,526 | -8.6% | 0.20% | -2.9% |
| Q3 2015 | $570,000 | +53.2% | 20,274 | +76.2% | 0.20% | +59.4% |
| Q2 2015 | $372,000 | -3.1% | 11,507 | +0.6% | 0.13% | +4.1% |
| Q1 2015 | $384,000 | +23.5% | 11,443 | +24.0% | 0.12% | +19.4% |
| Q4 2014 | $311,000 | -60.6% | 9,228 | -58.2% | 0.10% | -34.4% |
| Q3 2014 | $790,000 | – | 22,065 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |