ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $1,202,594 | +10.7% | 43,462 | +12.1% | 0.02% | +5.6% |
Q1 2024 | $1,086,718 | -12.9% | 38,756 | -13.0% | 0.02% | -21.7% |
Q4 2023 | $1,247,178 | +1.8% | 44,558 | -7.7% | 0.02% | -8.0% |
Q3 2023 | $1,225,575 | -21.9% | 48,251 | -19.0% | 0.02% | -19.4% |
Q2 2023 | $1,568,583 | -14.2% | 59,574 | -10.4% | 0.03% | -20.5% |
Q1 2023 | $1,828,745 | +15.2% | 66,524 | +13.8% | 0.04% | +8.3% |
Q4 2022 | $1,587,556 | +31.6% | 58,452 | +9.2% | 0.04% | +28.6% |
Q3 2022 | $1,206,000 | +5.7% | 53,516 | +27.4% | 0.03% | +12.0% |
Q2 2022 | $1,141,000 | -21.0% | 42,021 | -7.7% | 0.02% | -3.8% |
Q1 2022 | $1,445,000 | +38.0% | 45,502 | +35.4% | 0.03% | +44.4% |
Q4 2021 | $1,047,000 | +6.0% | 33,594 | +3.4% | 0.02% | 0.0% |
Q3 2021 | $988,000 | -60.3% | 32,489 | -57.7% | 0.02% | -60.0% |
Q2 2021 | $2,491,000 | +145.2% | 76,869 | +138.1% | 0.04% | +125.0% |
Q1 2021 | $1,016,000 | +6.5% | 32,287 | -0.3% | 0.02% | 0.0% |
Q4 2020 | $954,000 | +214.9% | 32,375 | +166.4% | 0.02% | +150.0% |
Q3 2020 | $303,000 | -14.9% | 12,155 | -14.1% | 0.01% | -11.1% |
Q2 2020 | $356,000 | +1.7% | 14,155 | -8.5% | 0.01% | -18.2% |
Q1 2020 | $350,000 | -55.5% | 15,467 | -33.9% | 0.01% | -42.1% |
Q4 2019 | $786,000 | +233.1% | 23,412 | +204.8% | 0.02% | +216.7% |
Q3 2019 | $236,000 | -6.3% | 7,681 | -6.1% | 0.01% | -14.3% |
Q1 2019 | $252,000 | -18.4% | 8,181 | -24.0% | 0.01% | -30.0% |
Q4 2018 | $309,000 | -16.3% | 10,761 | -4.9% | 0.01% | +11.1% |
Q3 2018 | $369,000 | -1.9% | 11,321 | -3.4% | 0.01% | -10.0% |
Q2 2018 | $376,000 | -63.0% | 11,721 | -61.9% | 0.01% | -61.5% |
Q1 2018 | $1,015,000 | +24.2% | 30,747 | +27.2% | 0.03% | +23.8% |
Q4 2017 | $817,000 | -6.1% | 24,177 | -6.2% | 0.02% | -8.7% |
Q3 2017 | $870,000 | +6.7% | 25,770 | +3.4% | 0.02% | +4.5% |
Q2 2017 | $815,000 | +30.8% | 24,927 | +25.9% | 0.02% | +22.2% |
Q1 2017 | $623,000 | +36.0% | 19,793 | +27.8% | 0.02% | +38.5% |
Q4 2016 | $458,000 | +1.6% | 15,490 | +2.9% | 0.01% | 0.0% |
Q3 2016 | $451,000 | -49.4% | 15,058 | -39.5% | 0.01% | -51.9% |
Q3 2014 | $891,000 | -80.6% | 24,881 | -78.4% | 0.03% | -80.4% |
Q2 2014 | $4,589,000 | – | 115,049 | – | 0.14% | – |
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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% |