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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $823 | -3.3% | 32,409 | +0.3% | 0.05% | -2.1% |
| Q2 2023 | $851 | +0.2% | 32,312 | +4.6% | 0.05% | -4.1% |
| Q1 2023 | $849 | +37.8% | 30,891 | +36.2% | 0.05% | +28.9% |
| Q4 2022 | $616 | -99.9% | 22,676 | -9.3% | 0.04% | -2.6% |
| Q3 2022 | $563,000 | +43.6% | 25,001 | +73.0% | 0.04% | +44.4% |
| Q2 2022 | $392,000 | +16.3% | 14,449 | +36.3% | 0.03% | +28.6% |
| Q1 2022 | $337,000 | +127.7% | 10,602 | +123.3% | 0.02% | +133.3% |
| Q4 2021 | $148,000 | +57.4% | 4,748 | +53.6% | 0.01% | +50.0% |
| Q3 2021 | $94,000 | +17.5% | 3,092 | +25.2% | 0.01% | +20.0% |
| Q2 2021 | $80,000 | +40.4% | 2,470 | +36.3% | 0.01% | +25.0% |
| Q1 2021 | $57,000 | +7.5% | 1,812 | 0.0% | 0.00% | -20.0% |
| Q4 2020 | $53,000 | +152.4% | 1,812 | +111.4% | 0.01% | +150.0% |
| Q3 2020 | $21,000 | -4.5% | 857 | 0.0% | 0.00% | 0.0% |
| Q2 2020 | $22,000 | +15.8% | 857 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $19,000 | +35.7% | 857 | +110.0% | 0.00% | +100.0% |
| Q4 2019 | $14,000 | -22.2% | 408 | -33.3% | 0.00% | -50.0% |
| Q3 2019 | $18,000 | -5.3% | 612 | 0.0% | 0.00% | 0.0% |
| Q2 2019 | $19,000 | 0.0% | 612 | -3.3% | 0.00% | 0.0% |
| Q1 2019 | $19,000 | +5.6% | 633 | 0.0% | 0.00% | 0.0% |
| Q4 2018 | $18,000 | -99.9% | 633 | -50.0% | 0.00% | 0.0% |
| Q3 2018 | $20,675,000 | +103275.0% | 1,266 | +100.0% | 0.00% | 0.0% |
| Q2 2018 | $20,000 | -4.8% | 633 | 0.0% | 0.00% | -33.3% |
| Q1 2018 | $21,000 | -96.7% | 633 | +2914.3% | 0.00% | – |
| Q3 2016 | $629,000 | -97.7% | 21 | -97.5% | 0.00% | -100.0% |
| Q1 2015 | $27,742,000 | -0.1% | 824 | 0.0% | 0.01% | 0.0% |
| Q4 2014 | $27,783,000 | -5.0% | 824 | +0.9% | 0.01% | -14.3% |
| Q3 2014 | $29,259,000 | -8.3% | 817 | +2.1% | 0.01% | -12.5% |
| Q2 2014 | $31,912,000 | – | 800 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |