ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,084 | -61.0% | 1,460 | -57.8% | 0.00% | -100.0% |
| Q2 2023 | $95,115 | 0.0% | 3,460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $95,115 | -37.4% | 3,460 | -48.9% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -76.7% | 6,773 | -69.4% | 0.00% | -75.0% |
| Q4 2020 | $652,000 | +3004.8% | 22,150 | +3133.6% | 0.00% | – |
| Q3 2019 | $21,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q2 2019 | $21,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | 0.0% | 685 | -8.1% | 0.00% | – |
| Q4 2018 | $21,000 | -8.7% | 745 | +8.8% | 0.00% | – |
| Q1 2018 | $23,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | +130.0% | 685 | +128.3% | 0.00% | – |
| Q3 2017 | $10,000 | +42.9% | 300 | +20.0% | 0.00% | – |
| Q4 2015 | $7,000 | -93.3% | 250 | -91.9% | 0.00% | -100.0% |
| Q4 2014 | $104,000 | +38.7% | 3,100 | +47.6% | 0.00% | 0.0% |
| Q3 2014 | $75,000 | -54.0% | 2,100 | -48.8% | 0.00% | 0.0% |
| Q2 2014 | $163,000 | +3.2% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $158,000 | +1.9% | 4,100 | 0.0% | 0.00% | -50.0% |
| Q4 2013 | $155,000 | +19.2% | 4,100 | +13.9% | 0.00% | 0.0% |
| Q3 2013 | $130,000 | +14.0% | 3,600 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $114,000 | – | 3,600 | – | 0.00% | – |
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% |