ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 428 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.27 and the average weighting 0.2%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2024 | $733,814 | +10.5% | 26,520 | +12.0% | 0.00% | 0.0% |
Q1 2024 | $664,027 | +14.9% | 23,681 | +14.7% | 0.00% | 0.0% |
Q4 2023 | $577,815 | +6.1% | 20,644 | -3.7% | 0.00% | 0.0% |
Q3 2023 | $544,373 | +2.6% | 21,432 | +6.4% | 0.00% | 0.0% |
Q2 2023 | $530,550 | +36.5% | 20,150 | +42.5% | 0.00% | +33.3% |
Q1 2023 | $388,751 | +69.8% | 14,142 | +67.6% | 0.00% | +50.0% |
Q4 2022 | $229,000 | +6.5% | 8,439 | -11.6% | 0.00% | 0.0% |
Q3 2022 | $215,000 | -20.1% | 9,549 | -3.5% | 0.00% | 0.0% |
Q2 2022 | $269,000 | -2.5% | 9,892 | +13.8% | 0.00% | 0.0% |
Q1 2022 | $276,000 | +7.4% | 8,695 | +5.5% | 0.00% | 0.0% |
Q4 2021 | $257,000 | +22.4% | 8,241 | +19.4% | 0.00% | +100.0% |
Q3 2021 | $210,000 | -18.9% | 6,901 | -13.7% | 0.00% | -50.0% |
Q2 2021 | $259,000 | +11.6% | 7,999 | +8.4% | 0.00% | 0.0% |
Q1 2021 | $232,000 | -51.1% | 7,378 | -54.1% | 0.00% | -60.0% |
Q4 2020 | $474,000 | +9.2% | 16,080 | -7.6% | 0.01% | 0.0% |
Q3 2020 | $434,000 | -21.2% | 17,412 | -20.6% | 0.01% | -28.6% |
Q2 2020 | $551,000 | +11.3% | 21,922 | +0.1% | 0.01% | 0.0% |
Q1 2020 | $495,000 | -44.6% | 21,897 | -17.8% | 0.01% | -30.0% |
Q4 2019 | $894,000 | +50.0% | 26,643 | +37.4% | 0.01% | +42.9% |
Q3 2019 | $596,000 | -0.5% | 19,386 | -0.5% | 0.01% | 0.0% |
Q2 2019 | $599,000 | +2.0% | 19,486 | +2.5% | 0.01% | 0.0% |
Q1 2019 | $587,000 | +35.9% | 19,018 | +26.4% | 0.01% | +16.7% |
Q4 2018 | $432,000 | +4.6% | 15,051 | +18.9% | 0.01% | +20.0% |
Q3 2018 | $413,000 | -19.6% | 12,659 | -21.1% | 0.01% | -16.7% |
Q2 2018 | $514,000 | -99.9% | 16,045 | +25.9% | 0.01% | +20.0% |
Q1 2018 | $420,709,000 | -5.9% | 12,745 | -3.7% | 0.01% | 0.0% |
Q4 2017 | $447,085,000 | +14.0% | 13,231 | +13.8% | 0.01% | 0.0% |
Q3 2017 | $392,347,000 | +74.6% | 11,622 | +69.2% | 0.01% | +66.7% |
Q2 2017 | $224,743,000 | – | 6,869 | – | 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% |