ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $324,409 | -14.1% | 12,772 | -10.9% | 0.42% | -5.0% |
Q2 2023 | $377,520 | -4.2% | 14,338 | 0.0% | 0.44% | -11.5% |
Q1 2023 | $394,152 | -0.5% | 14,338 | -1.7% | 0.49% | +11.3% |
Q4 2022 | $396,101 | +20.4% | 14,584 | 0.0% | 0.44% | +13.8% |
Q3 2022 | $329,000 | -16.9% | 14,584 | 0.0% | 0.39% | -3.0% |
Q2 2022 | $396,000 | -14.5% | 14,584 | 0.0% | 0.40% | +3.1% |
Q1 2022 | $463,000 | +1.8% | 14,584 | 0.0% | 0.39% | +3.2% |
Q4 2021 | $455,000 | +5.3% | 14,584 | -0.5% | 0.38% | -30.6% |
Q4 2020 | $432,000 | +18.0% | 14,664 | 0.0% | 0.54% | +2.8% |
Q3 2020 | $366,000 | -0.5% | 14,664 | 0.0% | 0.53% | +20.5% |
Q2 2020 | $368,000 | +11.2% | 14,664 | 0.0% | 0.44% | -8.1% |
Q1 2020 | $331,000 | -32.7% | 14,664 | 0.0% | 0.48% | -12.3% |
Q4 2019 | $492,000 | +8.6% | 14,664 | -0.5% | 0.55% | +1.9% |
Q3 2019 | $453,000 | -20.7% | 14,736 | -20.7% | 0.54% | -21.9% |
Q2 2019 | $571,000 | -0.3% | 18,580 | 0.0% | 0.69% | +41.4% |
Q1 2019 | $573,000 | +4.4% | 18,580 | -2.8% | 0.48% | +444.9% |
Q4 2018 | $549,000 | – | 19,117 | – | 0.09% | – |
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% |