ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
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% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |