ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $4,896,513,000 | +1.7% | 159,288 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $4,813,179,000 | +2.0% | 156,679 | +2.4% | 0.00% | -25.0% |
| Q1 2019 | $4,719,790,000 | +15.3% | 152,942 | +7.3% | 0.00% | 0.0% |
| Q4 2018 | $4,092,553,000 | -26.9% | 142,548 | -16.9% | 0.00% | 0.0% |
| Q3 2018 | $5,594,936,000 | -8.0% | 171,466 | -9.7% | 0.00% | -20.0% |
| Q2 2018 | $6,084,404,000 | +8.6% | 189,841 | +11.9% | 0.01% | +25.0% |
| Q1 2018 | $5,600,642,000 | -0.8% | 169,665 | +1.5% | 0.00% | -20.0% |
| Q4 2017 | $5,646,613,000 | +3.4% | 167,109 | +3.3% | 0.01% | 0.0% |
| Q3 2017 | $5,461,558,000 | +0.8% | 161,776 | -2.3% | 0.01% | 0.0% |
| Q2 2017 | $5,419,512,000 | +33.5% | 165,633 | +28.3% | 0.01% | +25.0% |
| Q1 2017 | $4,060,857,000 | +211292.9% | 129,080 | +98.7% | 0.00% | +100.0% |
| Q4 2016 | $1,921,000 | +1.6% | 64,975 | +3.0% | 0.00% | 0.0% |
| Q3 2016 | $1,891,000 | +5.9% | 63,066 | +1.1% | 0.00% | 0.0% |
| Q2 2016 | $1,786,000 | -4.3% | 62,388 | -3.1% | 0.00% | 0.0% |
| Q1 2016 | $1,866,000 | -8.8% | 64,353 | -9.7% | 0.00% | 0.0% |
| Q4 2015 | $2,047,000 | -7.7% | 71,303 | -9.6% | 0.00% | 0.0% |
| Q3 2015 | $2,218,000 | -48.7% | 78,840 | -41.0% | 0.00% | -50.0% |
| Q2 2015 | $4,322,000 | +68.0% | 133,671 | +74.8% | 0.00% | +100.0% |
| Q1 2015 | $2,573,000 | +6.4% | 76,478 | +6.6% | 0.00% | 0.0% |
| Q4 2014 | $2,418,000 | -21.4% | 71,774 | -16.5% | 0.00% | -33.3% |
| Q3 2014 | $3,075,000 | +5.5% | 85,915 | +17.6% | 0.00% | 0.0% |
| Q2 2014 | $2,915,000 | +60.3% | 73,065 | +55.2% | 0.00% | +50.0% |
| Q1 2014 | $1,819,000 | +22.3% | 47,067 | +20.2% | 0.00% | 0.0% |
| Q4 2013 | $1,487,000 | +39.8% | 39,163 | +33.6% | 0.00% | +100.0% |
| Q3 2013 | $1,064,000 | +29.4% | 29,323 | +13.3% | 0.00% | 0.0% |
| Q2 2013 | $822,000 | – | 25,872 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |