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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,315 | -81.1% | 288 | -80.4% | 0.00% | – |
| Q2 2023 | $38,626 | -64.3% | 1,467 | -62.7% | 0.00% | – |
| Q1 2023 | $108,118 | +1.2% | 3,933 | 0.0% | 0.00% | – |
| Q4 2022 | $106,820 | +18.7% | 3,933 | -1.9% | 0.00% | – |
| Q3 2022 | $90,000 | -66.7% | 4,008 | -59.7% | 0.00% | – |
| Q2 2022 | $270,000 | -25.2% | 9,940 | -12.4% | 0.00% | – |
| Q1 2022 | $361,000 | 0.0% | 11,353 | -2.0% | 0.00% | – |
| Q4 2021 | $361,000 | +2.6% | 11,589 | +0.1% | 0.00% | – |
| Q3 2021 | $352,000 | -65.6% | 11,577 | -63.3% | 0.00% | -100.0% |
| Q2 2021 | $1,022,000 | -2.2% | 31,557 | -5.0% | 0.00% | 0.0% |
| Q1 2021 | $1,045,000 | +54.4% | 33,203 | +44.6% | 0.00% | – |
| Q4 2020 | $677,000 | +12.3% | 22,958 | -5.0% | 0.00% | – |
| Q3 2020 | $603,000 | -5.6% | 24,172 | -5.0% | 0.00% | – |
| Q2 2020 | $639,000 | +10.7% | 25,452 | -0.3% | 0.00% | -100.0% |
| Q1 2020 | $577,000 | -54.6% | 25,532 | -32.5% | 0.00% | 0.0% |
| Q4 2019 | $1,270,000 | +34.2% | 37,822 | +22.9% | 0.00% | 0.0% |
| Q3 2019 | $946,000 | -4.3% | 30,781 | -4.3% | 0.00% | 0.0% |
| Q2 2019 | $989,000 | +0.3% | 32,179 | +0.7% | 0.00% | 0.0% |
| Q1 2019 | $986,000 | +11.5% | 31,946 | +3.7% | 0.00% | 0.0% |
| Q4 2018 | $884,000 | -15.0% | 30,799 | -3.3% | 0.00% | 0.0% |
| Q3 2018 | $1,040,000 | -6.1% | 31,860 | -7.7% | 0.00% | 0.0% |
| Q2 2018 | $1,107,000 | -4.4% | 34,514 | -1.6% | 0.00% | 0.0% |
| Q1 2018 | $1,158,000 | +12.9% | 35,091 | +15.5% | 0.00% | 0.0% |
| Q4 2017 | $1,026,000 | +1.5% | 30,374 | +1.4% | 0.00% | 0.0% |
| Q3 2017 | $1,011,000 | +43.0% | 29,958 | +38.6% | 0.00% | 0.0% |
| Q2 2017 | $707,000 | +10.3% | 21,612 | +6.1% | 0.00% | 0.0% |
| Q1 2017 | $641,000 | +18.0% | 20,373 | +10.8% | 0.00% | – |
| Q4 2016 | $543,000 | -8.0% | 18,382 | -6.6% | 0.00% | -100.0% |
| Q3 2016 | $590,000 | +4.6% | 19,683 | -0.1% | 0.00% | 0.0% |
| Q2 2016 | $564,000 | -24.4% | 19,693 | -23.4% | 0.00% | 0.0% |
| Q1 2016 | $746,000 | -4.6% | 25,719 | -5.6% | 0.00% | 0.0% |
| Q4 2015 | $782,000 | -41.6% | 27,242 | -42.7% | 0.00% | 0.0% |
| Q3 2015 | $1,339,000 | -9.1% | 47,581 | +4.4% | 0.00% | 0.0% |
| Q2 2015 | $1,473,000 | -15.4% | 45,563 | -12.0% | 0.00% | -50.0% |
| Q1 2015 | $1,742,000 | -26.8% | 51,792 | -26.7% | 0.00% | 0.0% |
| Q4 2014 | $2,379,000 | +37.8% | 70,614 | +46.3% | 0.00% | 0.0% |
| Q3 2014 | $1,727,000 | -4.1% | 48,260 | +7.0% | 0.00% | 0.0% |
| Q2 2014 | $1,800,000 | -0.9% | 45,121 | -4.1% | 0.00% | 0.0% |
| Q1 2014 | $1,817,000 | +15.6% | 47,035 | +13.6% | 0.00% | +100.0% |
| Q4 2013 | $1,572,000 | +14.8% | 41,399 | +9.7% | 0.00% | 0.0% |
| Q3 2013 | $1,369,000 | +16.4% | 37,740 | +2.0% | 0.00% | 0.0% |
| Q2 2013 | $1,176,000 | – | 36,993 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |