ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $9,741,714 | -11.6% | 383,531 | -8.3% | 0.10% | -3.9% |
Q2 2023 | $11,015,679 | -0.7% | 418,370 | +3.6% | 0.10% | -7.3% |
Q1 2023 | $11,097,631 | +13.5% | 403,695 | +12.2% | 0.11% | +7.8% |
Q4 2022 | $9,775,185 | +9.6% | 359,911 | -9.1% | 0.10% | 0.0% |
Q3 2022 | $8,921,000 | -15.0% | 395,987 | +2.4% | 0.10% | -9.7% |
Q2 2022 | $10,500,000 | +8.9% | 386,596 | +27.4% | 0.11% | +27.0% |
Q1 2022 | $9,641,000 | +1295.2% | 303,569 | +1271.4% | 0.09% | +1383.3% |
Q4 2021 | $691,000 | +28.0% | 22,136 | +24.7% | 0.01% | +20.0% |
Q3 2021 | $540,000 | -10.6% | 17,750 | -4.7% | 0.01% | -28.6% |
Q2 2021 | $604,000 | +1084.3% | 18,622 | +1046.0% | 0.01% | +600.0% |
Q1 2021 | $51,000 | +6.2% | 1,625 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $48,000 | +17.1% | 1,625 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $41,000 | -35.9% | 1,625 | -36.1% | 0.00% | 0.0% |
Q2 2020 | $64,000 | +73.0% | 2,545 | +56.6% | 0.00% | 0.0% |
Q1 2020 | $37,000 | -32.7% | 1,625 | 0.0% | 0.00% | 0.0% |
Q4 2019 | $55,000 | +10.0% | 1,625 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $50,000 | -25.4% | 1,625 | -25.3% | 0.00% | 0.0% |
Q2 2019 | $67,000 | -20.2% | 2,175 | -20.2% | 0.00% | 0.0% |
Q1 2019 | $84,000 | +78.7% | 2,725 | +67.7% | 0.00% | 0.0% |
Q4 2018 | $47,000 | -11.3% | 1,625 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $53,000 | +1.9% | 1,625 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $52,000 | -18.8% | 1,625 | -16.2% | 0.00% | 0.0% |
Q1 2018 | $64,000 | -45.8% | 1,940 | -44.4% | 0.00% | -50.0% |
Q4 2017 | $118,000 | +114.5% | 3,490 | +114.8% | 0.00% | +100.0% |
Q3 2017 | $55,000 | +3.8% | 1,625 | 0.0% | 0.00% | 0.0% |
Q2 2017 | $53,000 | +3.9% | 1,625 | 0.0% | 0.00% | 0.0% |
Q1 2017 | $51,000 | +218.8% | 1,625 | +203.7% | 0.00% | – |
Q3 2016 | $16,000 | +6.7% | 535 | 0.0% | 0.00% | – |
Q2 2016 | $15,000 | -82.6% | 535 | -79.2% | 0.00% | -100.0% |
Q1 2016 | $86,000 | -4.4% | 2,566 | -17.9% | 0.00% | 0.0% |
Q4 2015 | $90,000 | +500.0% | 3,125 | +484.1% | 0.00% | – |
Q3 2015 | $15,000 | -11.8% | 535 | 0.0% | 0.00% | – |
Q2 2015 | $17,000 | -80.2% | 535 | -79.2% | 0.00% | -100.0% |
Q1 2015 | $86,000 | +377.8% | 2,566 | +379.6% | 0.00% | – |
Q4 2014 | $18,000 | +20.0% | 535 | +12.6% | 0.00% | – |
Q2 2013 | $15,000 | -89.6% | 475 | -88.8% | 0.00% | -100.0% |
Q1 2013 | $144,000 | +800.0% | 4,225 | +789.5% | 0.01% | +400.0% |
Q4 2012 | $16,000 | +6.7% | 475 | 0.0% | 0.00% | 0.0% |
Q3 2012 | $15,000 | +7.1% | 475 | 0.0% | 0.00% | 0.0% |
Q2 2012 | $14,000 | -6.7% | 475 | 0.0% | 0.00% | 0.0% |
Q1 2012 | $15,000 | – | 475 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |