ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $106,397 | -49.1% | 4,041 | -46.9% | 0.02% | -37.5% |
Q1 2023 | $209,113 | -80.7% | 7,607 | -79.8% | 0.02% | -68.4% |
Q4 2022 | $1,083,478 | +25.0% | 37,686 | +31.1% | 0.08% | +26.7% |
Q1 2022 | $867,000 | +12.2% | 28,748 | +19.4% | 0.06% | +17.6% |
Q4 2021 | $773,000 | +10.4% | 24,073 | +6.0% | 0.05% | +8.5% |
Q3 2021 | $700,000 | -18.8% | 22,718 | -13.4% | 0.05% | -23.0% |
Q2 2021 | $862,000 | -2.8% | 26,240 | -4.0% | 0.06% | -11.6% |
Q1 2021 | $887,000 | +6.1% | 27,326 | -1.7% | 0.07% | -2.8% |
Q4 2020 | $836,000 | -16.3% | 27,793 | -24.8% | 0.07% | -26.8% |
Q3 2020 | $999,000 | -6.7% | 36,941 | -7.9% | 0.10% | -12.6% |
Q2 2020 | $1,071,000 | -16.0% | 40,131 | -28.8% | 0.11% | -32.7% |
Q1 2020 | $1,275,000 | -53.3% | 56,383 | -29.7% | 0.16% | -48.8% |
Q4 2019 | $2,731,000 | +10.3% | 80,192 | +4.7% | 0.32% | -5.0% |
Q3 2019 | $2,477,000 | +48.3% | 76,571 | +35.1% | 0.34% | +35.1% |
Q2 2019 | $1,670,000 | +11.7% | 56,694 | +16.3% | 0.25% | +7.7% |
Q1 2019 | $1,495,000 | -0.3% | 48,762 | +1.0% | 0.23% | -3.3% |
Q4 2018 | $1,500,000 | -10.6% | 48,286 | -12.4% | 0.24% | -21.2% |
Q3 2018 | $1,678,000 | +2.4% | 55,115 | +7.8% | 0.31% | -8.9% |
Q2 2018 | $1,639,000 | +22.2% | 51,137 | +25.9% | 0.34% | +14.3% |
Q1 2018 | $1,341,000 | +15.0% | 40,631 | +17.7% | 0.29% | -5.8% |
Q4 2017 | $1,166,000 | -21.2% | 34,508 | -21.3% | 0.31% | -24.8% |
Q3 2017 | $1,480,000 | +20.6% | 43,826 | +16.9% | 0.42% | +17.9% |
Q2 2017 | $1,227,000 | -91.8% | 37,495 | +7744.1% | 0.35% | +576.9% |
Q1 2017 | $14,880,000 | -97.3% | 478 | -97.4% | 0.05% | -70.6% |
Q3 2016 | $543,510,000 | +146.4% | 18,232 | +24.9% | 0.18% | +532.1% |
Q2 2016 | $220,542,000 | – | 14,592 | – | 0.03% | – |
Download |
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% |