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 | $875,603 | -3.5% | 34,473 | 0.0% | 0.05% | -6.9% |
| Q2 2023 | $907,663 | -4.2% | 34,473 | +0.0% | 0.06% | -7.9% |
| Q1 2023 | $947,631 | +1.2% | 34,472 | 0.0% | 0.06% | -3.1% |
| Q4 2022 | $936,249 | +20.3% | 34,472 | -0.1% | 0.06% | 0.0% |
| Q3 2022 | $778,000 | -17.1% | 34,520 | 0.0% | 0.06% | -20.7% |
| Q2 2022 | $938,000 | -14.4% | 34,520 | +0.0% | 0.08% | -12.8% |
| Q1 2022 | $1,096,000 | +1.9% | 34,518 | 0.0% | 0.09% | -3.1% |
| Q4 2021 | $1,076,000 | +2.6% | 34,518 | +0.1% | 0.10% | -9.3% |
| Q3 2021 | $1,049,000 | -6.0% | 34,484 | +0.1% | 0.11% | -12.3% |
| Q2 2021 | $1,116,000 | -1.0% | 34,445 | -3.8% | 0.12% | -22.3% |
| Q1 2021 | $1,127,000 | +6.9% | 35,797 | 0.0% | 0.16% | -19.9% |
| Q4 2020 | $1,054,000 | +24.0% | 35,797 | +5.0% | 0.20% | +3.7% |
| Q3 2020 | $850,000 | -0.8% | 34,100 | 0.0% | 0.19% | -6.0% |
| Q2 2020 | $857,000 | +11.2% | 34,100 | 0.0% | 0.20% | -4.3% |
| Q1 2020 | $771,000 | -29.8% | 34,100 | +4.1% | 0.21% | -40.2% |
| Q4 2019 | $1,099,000 | +13637.5% | 32,748 | +12593.0% | 0.35% | +8675.0% |
| Q3 2019 | $8,000 | -20.0% | 258 | -25.0% | 0.00% | -33.3% |
| Q2 2019 | $10,000 | -56.5% | 344 | -55.5% | 0.01% | -45.5% |
| Q1 2019 | $23,000 | -4.2% | 773 | -10.0% | 0.01% | -8.3% |
| Q4 2018 | $24,000 | – | 859 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |