ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $824,000 | -32.6% | 30,339 | -21.1% | 0.03% | -22.7% |
| Q1 2022 | $1,222,000 | +2.3% | 38,464 | +0.3% | 0.04% | 0.0% |
| Q4 2021 | $1,195,000 | -8.1% | 38,339 | -10.4% | 0.04% | -13.7% |
| Q3 2021 | $1,301,000 | -6.1% | 42,766 | 0.0% | 0.05% | -10.5% |
| Q2 2021 | $1,386,000 | +3.0% | 42,766 | 0.0% | 0.06% | -10.9% |
| Q1 2021 | $1,346,000 | +6.8% | 42,766 | 0.0% | 0.06% | +3.2% |
| Q4 2020 | $1,260,000 | +17.3% | 42,766 | -0.8% | 0.06% | +1.6% |
| Q3 2020 | $1,074,000 | -2.0% | 43,091 | -1.2% | 0.06% | -9.0% |
| Q2 2020 | $1,096,000 | -44.1% | 43,620 | -25.3% | 0.07% | -57.1% |
| Q4 2019 | $1,959,000 | +9.0% | 58,366 | -0.2% | 0.16% | -0.6% |
| Q3 2019 | $1,798,000 | +38.4% | 58,505 | +38.4% | 0.16% | +20.8% |
| Q2 2019 | $1,299,000 | +0.3% | 42,277 | +0.8% | 0.13% | -8.5% |
| Q1 2019 | $1,295,000 | +15.4% | 41,951 | +7.3% | 0.14% | +26.8% |
| Q4 2018 | $1,122,000 | -12.0% | 39,085 | 0.0% | 0.11% | -5.9% |
| Q3 2018 | $1,275,000 | +1.3% | 39,085 | -0.5% | 0.12% | -3.3% |
| Q2 2018 | $1,259,000 | -7.8% | 39,285 | -5.0% | 0.12% | -9.6% |
| Q1 2018 | $1,365,000 | -2.3% | 41,358 | 0.0% | 0.14% | -5.6% |
| Q4 2017 | $1,397,000 | -2.4% | 41,358 | -2.5% | 0.14% | -4.6% |
| Q3 2017 | $1,431,000 | -4.1% | 42,402 | -7.0% | 0.15% | -9.6% |
| Q2 2017 | $1,492,000 | -13.4% | 45,595 | -16.8% | 0.17% | -13.5% |
| Q1 2017 | $1,723,000 | +4.2% | 54,772 | -2.1% | 0.19% | +2.1% |
| Q4 2016 | $1,654,000 | -25.0% | 55,962 | -23.9% | 0.19% | -29.7% |
| Q3 2016 | $2,204,000 | -5.4% | 73,511 | -9.7% | 0.27% | -20.2% |
| Q2 2016 | $2,330,000 | -48.9% | 81,370 | -48.3% | 0.34% | -52.9% |
| Q1 2016 | $4,558,000 | -49.4% | 157,243 | -49.9% | 0.72% | -52.8% |
| Q4 2015 | $9,012,000 | -41.6% | 313,890 | -42.7% | 1.51% | -47.7% |
| Q3 2015 | $15,419,000 | -17.6% | 548,135 | -5.3% | 2.90% | -22.5% |
| Q2 2015 | $18,721,000 | +2174.7% | 579,054 | +2140.7% | 3.74% | +65.9% |
| Q2 2013 | $823,000 | – | 25,843 | – | 2.25% | – |
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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% |