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 | $1,791,738 | -0.0% | 70,541 | +3.6% | 0.01% | 0.0% |
| Q2 2023 | $1,792,042 | +0.8% | 68,061 | +5.3% | 0.01% | 0.0% |
| Q1 2023 | $1,777,377 | +14.8% | 64,655 | +13.4% | 0.01% | 0.0% |
| Q4 2022 | $1,548,376 | +19.7% | 57,009 | -0.7% | 0.01% | +16.7% |
| Q3 2022 | $1,294,000 | -16.5% | 57,423 | +0.7% | 0.01% | -14.3% |
| Q2 2022 | $1,549,000 | -31.6% | 57,044 | -20.0% | 0.01% | -12.5% |
| Q1 2022 | $2,265,000 | +3.2% | 71,312 | +1.4% | 0.01% | +14.3% |
| Q4 2021 | $2,194,000 | +7.7% | 70,359 | +5.0% | 0.01% | 0.0% |
| Q3 2021 | $2,038,000 | -1.3% | 66,988 | +5.1% | 0.01% | 0.0% |
| Q2 2021 | $2,065,000 | +29.2% | 63,744 | +25.6% | 0.01% | +16.7% |
| Q1 2021 | $1,598,000 | +13.0% | 50,757 | +5.8% | 0.01% | +20.0% |
| Q4 2020 | $1,414,000 | +3.3% | 47,984 | -12.6% | 0.01% | -16.7% |
| Q3 2020 | $1,369,000 | -16.1% | 54,903 | -15.5% | 0.01% | -25.0% |
| Q2 2020 | $1,632,000 | -13.1% | 64,973 | -21.9% | 0.01% | -33.3% |
| Q1 2020 | $1,879,000 | -37.2% | 83,145 | -6.7% | 0.01% | -20.0% |
| Q4 2019 | $2,992,000 | +8.8% | 89,116 | -0.4% | 0.02% | -6.2% |
| Q3 2019 | $2,751,000 | +10.9% | 89,479 | +10.8% | 0.02% | +14.3% |
| Q2 2019 | $2,480,000 | +8.3% | 80,739 | +8.9% | 0.01% | 0.0% |
| Q1 2019 | $2,289,000 | +1.3% | 74,170 | -5.7% | 0.01% | -12.5% |
| Q4 2018 | $2,259,000 | +18.6% | 78,686 | +34.8% | 0.02% | +33.3% |
| Q3 2018 | $1,904,000 | -0.8% | 58,364 | -2.6% | 0.01% | -7.7% |
| Q2 2018 | $1,920,000 | -1.9% | 59,920 | +1.1% | 0.01% | -7.1% |
| Q1 2018 | $1,957,000 | -7.9% | 59,288 | -5.7% | 0.01% | 0.0% |
| Q4 2017 | $2,125,000 | +3.3% | 62,876 | +3.2% | 0.01% | -6.7% |
| Q3 2017 | $2,057,000 | +8.0% | 60,920 | +4.7% | 0.02% | +7.1% |
| Q2 2017 | $1,904,000 | +2.8% | 58,184 | -3.5% | 0.01% | -6.7% |
| Q1 2017 | $1,853,000 | -4.7% | 60,303 | -8.3% | 0.02% | -11.8% |
| Q4 2016 | $1,944,000 | -26.1% | 65,756 | -25.0% | 0.02% | -26.1% |
| Q3 2016 | $2,629,000 | +11.9% | 87,678 | +6.8% | 0.02% | +4.5% |
| Q2 2016 | $2,349,000 | -1.8% | 82,060 | -0.6% | 0.02% | -4.3% |
| Q1 2016 | $2,392,000 | +0.9% | 82,533 | -0.0% | 0.02% | +4.5% |
| Q4 2015 | $2,370,000 | -17.5% | 82,550 | -19.2% | 0.02% | -12.0% |
| Q3 2015 | $2,874,000 | -17.7% | 102,198 | -5.4% | 0.02% | +400.0% |
| Q2 2015 | $3,492,000 | -8.8% | 108,038 | -5.1% | 0.01% | -16.7% |
| Q1 2015 | $3,828,000 | +18.3% | 113,822 | +18.5% | 0.01% | +20.0% |
| Q4 2014 | $3,236,000 | -19.5% | 96,072 | -14.5% | 0.01% | -28.6% |
| Q3 2014 | $4,019,000 | -1.4% | 112,317 | +9.9% | 0.01% | 0.0% |
| Q2 2014 | $4,077,000 | +55.0% | 102,217 | +50.1% | 0.01% | +75.0% |
| Q1 2014 | $2,631,000 | +2.1% | 68,097 | +0.2% | 0.00% | 0.0% |
| Q4 2013 | $2,577,000 | +26.1% | 67,947 | +20.6% | 0.00% | 0.0% |
| Q3 2013 | $2,043,000 | +12.6% | 56,350 | -1.1% | 0.00% | 0.0% |
| Q2 2013 | $1,814,000 | – | 57,000 | – | 0.00% | – |
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% |