ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,858 | -23.8% | 37,160 | -21.0% | 0.03% | -30.6% |
| Q2 2023 | $1,238,642 | -28.3% | 47,043 | -25.2% | 0.05% | -32.9% |
| Q1 2023 | $1,728,626 | +137.7% | 62,882 | +134.9% | 0.07% | +128.1% |
| Q4 2022 | $727,086 | +20.2% | 26,770 | -0.3% | 0.03% | +10.3% |
| Q3 2022 | $605,000 | -17.9% | 26,841 | -1.1% | 0.03% | -17.1% |
| Q2 2022 | $737,000 | -0.3% | 27,147 | +14.5% | 0.04% | +12.9% |
| Q4 2021 | $739,000 | +56.9% | 23,714 | +53.1% | 0.03% | +40.9% |
| Q3 2021 | $471,000 | +10.6% | 15,486 | +18.3% | 0.02% | +4.8% |
| Q2 2021 | $426,000 | +81.3% | 13,092 | +76.4% | 0.02% | +61.5% |
| Q1 2021 | $235,000 | -6.4% | 7,421 | -33.1% | 0.01% | -61.8% |
| Q1 2020 | $251,000 | -4.9% | 11,097 | +29.1% | 0.03% | -22.7% |
| Q2 2019 | $264,000 | -0.4% | 8,595 | 0.0% | 0.04% | +10.0% |
| Q1 2019 | $265,000 | +7.3% | 8,595 | -0.2% | 0.04% | -25.9% |
| Q4 2018 | $247,000 | -24.5% | 8,610 | -14.0% | 0.05% | -18.2% |
| Q3 2018 | $327,000 | -3.8% | 10,010 | -5.5% | 0.07% | -18.5% |
| Q2 2018 | $340,000 | -1.7% | 10,597 | +1.0% | 0.08% | -5.8% |
| Q1 2018 | $346,000 | -5.5% | 10,494 | -3.2% | 0.09% | -34.4% |
| Q4 2017 | $366,000 | +6.4% | 10,842 | +6.4% | 0.13% | -13.2% |
| Q3 2017 | $344,000 | – | 10,189 | – | 0.15% | – |
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% |