ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $379,605 | -3.5% | 14,945 | 0.0% | 0.13% | 0.0% |
Q2 2023 | $393,505 | -3.8% | 14,945 | +0.4% | 0.13% | -8.5% |
Q1 2023 | $409,182 | +43.6% | 14,885 | +17.5% | 0.14% | +25.9% |
Q3 2022 | $285,000 | -17.2% | 12,664 | 0.0% | 0.11% | -21.1% |
Q2 2022 | $344,000 | +57.1% | 12,664 | +83.4% | 0.14% | +82.1% |
Q1 2022 | $219,000 | +1.9% | 6,906 | 0.0% | 0.08% | -10.3% |
Q4 2021 | $215,000 | +1435.7% | 6,906 | +1417.8% | 0.09% | +987.5% |
Q1 2019 | $14,000 | -17.6% | 455 | -21.4% | 0.01% | -11.1% |
Q4 2018 | $17,000 | -15.0% | 579 | -5.2% | 0.01% | -10.0% |
Q3 2018 | $20,000 | +33.3% | 611 | +34.3% | 0.01% | +11.1% |
Q2 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
Q1 2018 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
Q4 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | -10.0% |
Q3 2017 | $15,000 | 0.0% | 455 | 0.0% | 0.01% | 0.0% |
Q2 2017 | $15,000 | +7.1% | 455 | 0.0% | 0.01% | 0.0% |
Q1 2017 | $14,000 | +7.7% | 455 | 0.0% | 0.01% | 0.0% |
Q4 2016 | $13,000 | – | 455 | – | 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% |