ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $13,837,497 | +78.9% | 493,491 | +78.6% | 0.03% | -47.6% |
| Q4 2023 | $7,733,293 | +8.4% | 276,288 | -1.6% | 0.06% | +1.6% |
| Q3 2023 | $7,131,865 | -9.0% | 280,782 | -5.6% | 0.06% | -6.1% |
| Q2 2023 | $7,834,554 | -0.3% | 297,552 | +4.0% | 0.07% | -4.3% |
| Q1 2023 | $7,861,630 | +0.2% | 285,982 | -1.0% | 0.07% | -5.5% |
| Q4 2022 | $7,849,004 | +210.1% | 288,991 | +157.2% | 0.07% | +43.1% |
| Q3 2022 | $2,531,000 | +15.6% | 112,349 | +39.4% | 0.05% | +45.7% |
| Q2 2022 | $2,190,000 | -8.8% | 80,619 | +6.6% | 0.04% | +2.9% |
| Q1 2022 | $2,401,000 | +4.2% | 75,605 | +2.3% | 0.03% | +3.0% |
| Q4 2021 | $2,304,000 | +7.0% | 73,897 | +4.4% | 0.03% | -2.9% |
| Q3 2021 | $2,154,000 | -1.2% | 70,800 | +5.2% | 0.03% | -2.9% |
| Q2 2021 | $2,181,000 | +39.1% | 67,310 | +35.1% | 0.04% | +12.9% |
| Q1 2021 | $1,568,000 | +573.0% | 49,804 | +529.8% | 0.03% | +520.0% |
| Q4 2020 | $233,000 | -64.2% | 7,908 | -60.4% | 0.01% | -94.7% |
| Q3 2018 | $651,000 | -39.5% | 19,971 | -38.7% | 0.09% | -53.2% |
| Q1 2018 | $1,076,000 | -4.7% | 32,596 | -2.6% | 0.20% | -2.9% |
| Q4 2017 | $1,129,000 | -1.6% | 33,453 | -1.5% | 0.21% | -18.5% |
| Q3 2017 | $1,147,000 | -7.9% | 33,960 | -11.1% | 0.25% | -16.7% |
| Q2 2017 | $1,246,000 | +8.3% | 38,189 | +4.4% | 0.30% | -4.1% |
| Q1 2017 | $1,151,000 | +33.5% | 36,564 | +25.6% | 0.32% | +10.8% |
| Q4 2016 | $862,000 | – | 29,119 | – | 0.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |