ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $300,178 | -2.6% | 11,818 | +1.0% | 0.03% | 0.0% |
| Q2 2023 | $308,088 | -12.6% | 11,701 | -8.8% | 0.03% | -15.2% |
| Q1 2023 | $352,539 | +10.8% | 12,824 | +9.5% | 0.03% | 0.0% |
| Q4 2022 | $318,112 | -99.9% | 11,712 | -13.8% | 0.03% | -19.5% |
| Q2 2022 | $369,153,000 | +61.5% | 13,591 | +88.9% | 0.04% | +86.4% |
| Q1 2022 | $228,568,000 | +2.0% | 7,196 | +0.2% | 0.02% | +4.8% |
| Q4 2021 | $224,000,000 | +2.7% | 7,184 | +0.2% | 0.02% | 0.0% |
| Q3 2021 | $218,213,000 | -0.7% | 7,173 | +5.8% | 0.02% | 0.0% |
| Q2 2021 | $219,742,000 | -14.9% | 6,782 | -17.3% | 0.02% | -19.2% |
| Q1 2021 | $258,215,000 | +2.0% | 8,202 | -4.5% | 0.03% | -10.3% |
| Q4 2020 | $253,168,000 | -53.9% | 8,590 | -61.0% | 0.03% | -58.6% |
| Q3 2020 | $548,618,000 | -3.8% | 22,006 | -3.0% | 0.07% | -10.3% |
| Q2 2020 | $570,136,000 | +31.1% | 22,696 | +18.0% | 0.08% | +9.9% |
| Q1 2020 | $434,789,000 | -46.0% | 19,238 | -26.6% | 0.07% | -28.3% |
| Q2 2019 | $804,724,000 | +13.7% | 26,195 | +14.2% | 0.10% | +3.1% |
| Q1 2019 | $707,700,000 | -44.9% | 22,932 | -41.7% | 0.10% | -45.8% |
| Q3 2018 | $1,283,388,000 | +3.0% | 39,331 | +1.1% | 0.18% | -2.2% |
| Q2 2018 | $1,246,282,000 | +92906.1% | 38,886 | -4.2% | 0.18% | -13.4% |
| Q1 2018 | $1,340,000 | -2.0% | 40,589 | +0.3% | 0.21% | -9.5% |
| Q4 2017 | $1,367,000 | -0.4% | 40,469 | -0.4% | 0.23% | -6.5% |
| Q3 2017 | $1,372,000 | -5.8% | 40,646 | -8.8% | 0.25% | -11.2% |
| Q2 2017 | $1,457,000 | +25.7% | 44,544 | +20.9% | 0.28% | +44.0% |
| Q1 2017 | $1,159,000 | +23.4% | 36,841 | +16.0% | 0.19% | +12.2% |
| Q4 2016 | $939,000 | -3.0% | 31,763 | -1.7% | 0.17% | -8.5% |
| Q3 2016 | $968,000 | +14.2% | 32,304 | +9.0% | 0.19% | +18.2% |
| Q2 2016 | $848,000 | +33.8% | 29,631 | +35.4% | 0.16% | +29.3% |
| Q1 2016 | $634,000 | -30.1% | 21,882 | -30.8% | 0.12% | -35.6% |
| Q4 2015 | $907,000 | -20.4% | 31,600 | -22.0% | 0.19% | -26.0% |
| Q3 2015 | $1,140,000 | -13.3% | 40,514 | -0.4% | 0.26% | -14.0% |
| Q2 2015 | $1,315,000 | -5.1% | 40,663 | -1.2% | 0.30% | -4.5% |
| Q1 2015 | $1,385,000 | -5.6% | 41,173 | -5.5% | 0.31% | +85.8% |
| Q4 2014 | $1,467,000 | -11.7% | 43,550 | -6.2% | 0.17% | -57.1% |
| Q3 2014 | $1,662,000 | -2.6% | 46,426 | +8.5% | 0.39% | -3.4% |
| Q2 2014 | $1,707,000 | +18.0% | 42,797 | +14.3% | 0.41% | +4.3% |
| Q1 2014 | $1,447,000 | +19.0% | 37,459 | +16.9% | 0.39% | +6.2% |
| Q4 2013 | $1,216,000 | +22.1% | 32,057 | +16.7% | 0.37% | +14.3% |
| Q3 2013 | $996,000 | +137.1% | 27,465 | +108.3% | 0.32% | +120.5% |
| Q2 2013 | $420,000 | +107.9% | 13,187 | +123.4% | 0.15% | +102.8% |
| Q1 2013 | $202,000 | – | 5,903 | – | 0.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |