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 | $256,118 | -3.5% | 10,083 | 0.0% | 0.02% | +4.2% |
Q2 2023 | $265,496 | -4.1% | 10,083 | +0.1% | 0.02% | -27.3% |
Q1 2023 | $276,936 | -0.7% | 10,074 | -1.9% | 0.03% | -45.0% |
Q4 2022 | $278,916 | -1.4% | 10,269 | -18.3% | 0.06% | -22.1% |
Q3 2022 | $283,000 | -7.5% | 12,572 | +11.6% | 0.08% | -8.3% |
Q2 2022 | $306,000 | +27.0% | 11,263 | +48.3% | 0.08% | +44.8% |
Q1 2022 | $241,000 | -3.2% | 7,596 | -5.0% | 0.06% | -13.4% |
Q4 2021 | $249,000 | +2.5% | 7,992 | +0.0% | 0.07% | -46.0% |
Q3 2021 | $243,000 | -2.4% | 7,989 | +4.0% | 0.12% | -3.9% |
Q2 2021 | $249,000 | +14.2% | 7,679 | +11.0% | 0.13% | +7.5% |
Q1 2021 | $218,000 | -53.6% | 6,915 | -63.3% | 0.12% | -61.0% |
Q3 2020 | $470,000 | -16.1% | 18,855 | -15.5% | 0.31% | -24.0% |
Q2 2020 | $560,000 | +3.7% | 22,307 | -6.6% | 0.40% | +17.4% |
Q1 2020 | $540,000 | -50.2% | 23,892 | -26.0% | 0.34% | -28.0% |
Q4 2019 | $1,084,000 | +51.0% | 32,289 | +38.3% | 0.48% | +34.2% |
Q3 2019 | $718,000 | +55.4% | 23,354 | +55.2% | 0.36% | +46.3% |
Q2 2019 | $462,000 | -2.1% | 15,047 | -1.6% | 0.24% | -7.9% |
Q1 2019 | $472,000 | +7.5% | 15,299 | 0.0% | 0.26% | -16.9% |
Q4 2018 | $439,000 | – | 15,299 | – | 0.32% | – |
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% |