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 | $2,125,630 | -17.8% | 83,686 | -14.2% | 0.48% | -15.8% |
| Q2 2023 | $2,586,681 | -7.0% | 97,500 | -3.7% | 0.57% | -12.2% |
| Q1 2023 | $2,782,352 | -8.0% | 101,213 | -1.2% | 0.65% | -9.0% |
| Q4 2022 | $3,023,462 | +8.8% | 102,490 | -16.9% | 0.71% | -7.1% |
| Q3 2022 | $2,779,000 | -16.7% | 123,356 | +0.5% | 0.76% | -10.2% |
| Q2 2022 | $3,337,000 | -14.0% | 122,711 | +0.2% | 0.85% | +0.7% |
| Q1 2022 | $3,878,000 | -2.7% | 122,458 | -0.9% | 0.85% | -5.5% |
| Q4 2021 | $3,985,000 | -0.7% | 123,534 | -3.2% | 0.90% | +1.2% |
| Q3 2021 | $4,013,000 | -5.0% | 127,598 | -1.6% | 0.88% | -8.5% |
| Q2 2021 | $4,226,000 | -4.2% | 129,679 | -1.5% | 0.97% | -11.7% |
| Q1 2021 | $4,411,000 | +9.5% | 131,626 | +0.9% | 1.09% | -5.9% |
| Q4 2020 | $4,028,000 | +21.9% | 130,393 | +0.4% | 1.16% | -6.2% |
| Q3 2020 | $3,305,000 | -1.7% | 129,912 | +0.7% | 1.24% | -7.3% |
| Q2 2020 | $3,363,000 | +44.2% | 128,961 | +22.1% | 1.34% | +10.4% |
| Q1 2020 | $2,332,000 | -31.0% | 105,614 | +5.5% | 1.21% | -10.2% |
| Q4 2019 | $3,378,000 | +8.0% | 100,118 | -0.8% | 1.35% | -2.6% |
| Q3 2019 | $3,128,000 | +6.7% | 100,886 | +2.9% | 1.38% | +4.9% |
| Q2 2019 | $2,931,000 | +2.6% | 98,075 | +6.0% | 1.32% | +1.7% |
| Q1 2019 | $2,858,000 | +14.2% | 92,491 | +20.6% | 1.30% | +11.0% |
| Q4 2018 | $2,502,000 | -4.9% | 76,692 | -4.9% | 1.17% | -3.9% |
| Q3 2018 | $2,630,000 | +7.9% | 80,608 | +6.0% | 1.22% | +0.7% |
| Q2 2018 | $2,438,000 | -11.4% | 76,078 | -8.7% | 1.21% | -15.5% |
| Q1 2018 | $2,753,000 | -12.0% | 83,311 | -10.0% | 1.43% | -10.2% |
| Q4 2017 | $3,128,000 | – | 92,574 | – | 1.59% | – |
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% |