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 2019 | $9,243,000 | +7.0% | 300,674 | +7.0% | 0.05% | +6.7% |
| Q2 2019 | $8,635,000 | +1.3% | 281,099 | +1.8% | 0.04% | 0.0% |
| Q1 2019 | $8,523,000 | +13.8% | 276,191 | +5.9% | 0.04% | +4.7% |
| Q4 2018 | $7,487,000 | +10.4% | 260,793 | +25.4% | 0.04% | +22.9% |
| Q3 2018 | $6,784,000 | +4.7% | 207,926 | +2.9% | 0.04% | 0.0% |
| Q2 2018 | $6,479,000 | -0.1% | 202,158 | +2.9% | 0.04% | -2.8% |
| Q1 2018 | $6,487,000 | +12.8% | 196,519 | +15.5% | 0.04% | +9.1% |
| Q4 2017 | $5,751,000 | -11.3% | 170,208 | -11.4% | 0.03% | -15.4% |
| Q3 2017 | $6,484,000 | +10.5% | 192,079 | +7.2% | 0.04% | +8.3% |
| Q2 2017 | $5,866,000 | +16.9% | 179,254 | +12.4% | 0.04% | +12.5% |
| Q1 2017 | $5,016,000 | +51.9% | 159,413 | +42.6% | 0.03% | +60.0% |
| Q4 2016 | $3,302,000 | +21.8% | 111,768 | +23.5% | 0.02% | +17.6% |
| Q3 2016 | $2,712,000 | +36.7% | 90,500 | +30.5% | 0.02% | +41.7% |
| Q2 2016 | $1,984,000 | +46.3% | 69,357 | +48.2% | 0.01% | +50.0% |
| Q1 2016 | $1,356,000 | +55.3% | 46,802 | +53.7% | 0.01% | +60.0% |
| Q4 2015 | $873,000 | +20.2% | 30,456 | +17.7% | 0.01% | 0.0% |
| Q3 2015 | $726,000 | -33.2% | 25,872 | -23.2% | 0.01% | -28.6% |
| Q2 2015 | $1,087,000 | +30.2% | 33,674 | +35.5% | 0.01% | +40.0% |
| Q1 2015 | $835,000 | +12.8% | 24,856 | +13.0% | 0.01% | 0.0% |
| Q4 2014 | $740,000 | -60.2% | 22,004 | -57.6% | 0.01% | -61.5% |
| Q3 2014 | $1,857,000 | -58.0% | 51,929 | -53.2% | 0.01% | -58.1% |
| Q2 2014 | $4,421,000 | -65.0% | 110,884 | -66.1% | 0.03% | -32.6% |
| Q1 2014 | $12,620,000 | +2.7% | 326,633 | +0.8% | 0.05% | -4.2% |
| Q4 2013 | $12,294,000 | +4.3% | 324,079 | -0.3% | 0.05% | +4.3% |
| Q3 2013 | $11,790,000 | +15.8% | 325,191 | +1.7% | 0.05% | +2.2% |
| Q2 2013 | $10,177,000 | – | 319,754 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |