ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $17,196 | -3.5% | 677 | 0.0% | 0.00% | – |
| Q2 2023 | $17,825 | -4.2% | 677 | 0.0% | 0.00% | – |
| Q1 2023 | $18,611 | +1.2% | 677 | 0.0% | 0.00% | – |
| Q4 2022 | $18,387 | +22.6% | 677 | 0.0% | 0.00% | – |
| Q3 2022 | $15,000 | -16.7% | 677 | 0.0% | 0.00% | – |
| Q2 2022 | $18,000 | – | 677 | +7422.2% | 0.00% | – |
| Q2 2020 | $0 | -100.0% | 9 | -97.5% | 0.00% | – |
| Q2 2019 | $11,000 | -38.9% | 363 | -40.2% | 0.00% | – |
| Q1 2019 | $18,000 | -85.7% | 607 | -86.3% | 0.00% | – |
| Q4 2018 | $126,000 | +641.2% | 4,423 | +744.1% | 0.00% | – |
| Q2 2018 | $17,000 | +112.5% | 524 | +114.8% | 0.00% | – |
| Q1 2018 | $8,000 | -98.6% | 244 | -98.5% | 0.00% | – |
| Q4 2014 | $563,000 | -5.5% | 16,716 | +0.3% | 0.00% | – |
| Q3 2014 | $596,000 | +6.6% | 16,667 | +18.9% | 0.00% | – |
| Q2 2014 | $559,000 | -7.3% | 14,019 | -10.2% | 0.00% | – |
| Q1 2014 | $603,000 | -7.1% | 15,610 | -8.8% | 0.00% | – |
| Q4 2013 | $649,000 | -39.1% | 17,110 | -41.9% | 0.00% | -100.0% |
| Q3 2013 | $1,066,000 | – | 29,452 | – | 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% |