ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,209,622 | -2.7% | 86,993 | +0.8% | 0.00% | – |
| Q2 2023 | $2,271,831 | -3.5% | 86,283 | +0.8% | 0.00% | -100.0% |
| Q1 2023 | $2,353,529 | +29.5% | 85,614 | +28.0% | 0.00% | – |
| Q4 2022 | $1,816,705 | +138.7% | 66,889 | +98.1% | 0.00% | – |
| Q3 2022 | $761,000 | -17.0% | 33,762 | 0.0% | 0.00% | – |
| Q2 2022 | $917,000 | -28.7% | 33,762 | -16.6% | 0.00% | – |
| Q1 2022 | $1,286,000 | +1.8% | 40,485 | 0.0% | 0.00% | – |
| Q4 2021 | $1,263,000 | -78.9% | 40,485 | -79.4% | 0.00% | -100.0% |
| Q3 2021 | $5,987,000 | -6.1% | 196,786 | -0.0% | 0.00% | 0.0% |
| Q2 2021 | $6,377,000 | +332.6% | 196,823 | +320.4% | 0.00% | – |
| Q1 2021 | $1,474,000 | +24.7% | 46,823 | +16.8% | 0.00% | – |
| Q4 2020 | $1,182,000 | +18.2% | 40,100 | 0.0% | 0.00% | – |
| Q3 2020 | $1,000,000 | -17.2% | 40,100 | -16.6% | 0.00% | – |
| Q2 2020 | $1,208,000 | +33.3% | 48,100 | +20.0% | 0.00% | – |
| Q1 2020 | $906,000 | -47.2% | 40,100 | -21.5% | 0.00% | – |
| Q4 2019 | $1,715,000 | -0.8% | 51,077 | -9.1% | 0.00% | – |
| Q3 2019 | $1,728,000 | -64.4% | 56,204 | -64.4% | 0.00% | -100.0% |
| Q2 2019 | $4,855,000 | +0.5% | 158,044 | +1.0% | 0.00% | 0.0% |
| Q1 2019 | $4,830,000 | +8.2% | 156,502 | +0.7% | 0.00% | 0.0% |
| Q4 2018 | $4,463,000 | -11.8% | 155,432 | +0.2% | 0.00% | 0.0% |
| Q3 2018 | $5,060,000 | -41.8% | 155,067 | -42.8% | 0.00% | -50.0% |
| Q2 2018 | $8,688,000 | -32.9% | 271,088 | -30.9% | 0.00% | -33.3% |
| Q1 2018 | $12,953,000 | -35.3% | 392,384 | -33.8% | 0.00% | -40.0% |
| Q4 2017 | $20,018,000 | +9.7% | 592,438 | +9.6% | 0.01% | +25.0% |
| Q3 2017 | $18,247,000 | +20.0% | 540,500 | +16.3% | 0.00% | 0.0% |
| Q2 2017 | $15,206,000 | +19.3% | 464,722 | +14.7% | 0.00% | +33.3% |
| Q1 2017 | $12,743,000 | +31.8% | 405,046 | +23.8% | 0.00% | 0.0% |
| Q4 2016 | $9,671,000 | +164.0% | 327,175 | +167.8% | 0.00% | +200.0% |
| Q3 2016 | $3,663,000 | +125.6% | 122,176 | +115.4% | 0.00% | 0.0% |
| Q2 2016 | $1,624,000 | +65.7% | 56,716 | +67.7% | 0.00% | – |
| Q1 2016 | $980,000 | -80.9% | 33,810 | -81.0% | 0.00% | -100.0% |
| Q4 2015 | $5,120,000 | -19.6% | 178,329 | -21.3% | 0.00% | 0.0% |
| Q3 2015 | $6,372,000 | +4.9% | 226,538 | +20.5% | 0.00% | 0.0% |
| Q2 2015 | $6,076,000 | +218.4% | 187,948 | +231.3% | 0.00% | +100.0% |
| Q1 2015 | $1,908,000 | -90.4% | 56,730 | -90.4% | 0.00% | -83.3% |
| Q4 2014 | $19,912,000 | -73.7% | 591,045 | -72.0% | 0.01% | -75.0% |
| Q3 2014 | $75,669,000 | -3.0% | 2,114,246 | +8.1% | 0.02% | 0.0% |
| Q2 2014 | $77,984,000 | +6.6% | 1,954,972 | +3.3% | 0.02% | 0.0% |
| Q1 2014 | $73,124,000 | +10.2% | 1,892,452 | +8.2% | 0.02% | +9.1% |
| Q4 2013 | $66,344,000 | +30.7% | 1,748,663 | +24.9% | 0.02% | +15.8% |
| Q3 2013 | $50,772,000 | +17.2% | 1,400,220 | +2.9% | 0.02% | +11.8% |
| Q2 2013 | $43,334,000 | +28.3% | 1,361,409 | +35.8% | 0.02% | +21.4% |
| Q4 2012 | $33,767,000 | +50.5% | 1,002,876 | +41.3% | 0.01% | +55.6% |
| Q3 2012 | $22,439,000 | +0.1% | 709,630 | -4.8% | 0.01% | -10.0% |
| Q2 2012 | $22,424,000 | -48.2% | 745,684 | -43.9% | 0.01% | -50.0% |
| Q1 2012 | $43,327,000 | – | 1,329,039 | – | 0.02% | – |
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% |