ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $4,534,000 | +19.2% | 134,942 | +9.0% | 0.03% | +11.5% |
| Q3 2019 | $3,805,000 | +1.5% | 123,790 | +1.5% | 0.03% | -3.7% |
| Q2 2019 | $3,747,000 | -2.3% | 121,980 | -1.7% | 0.03% | -6.9% |
| Q1 2019 | $3,835,000 | +26.2% | 124,104 | +17.6% | 0.03% | +7.4% |
| Q4 2018 | $3,039,000 | -8.3% | 105,526 | +3.9% | 0.03% | -3.6% |
| Q3 2018 | $3,314,000 | -2.0% | 101,573 | -0.9% | 0.03% | -12.5% |
| Q2 2018 | $3,381,000 | 0.0% | 102,502 | 0.0% | 0.03% | 0.0% |
| Q1 2018 | $3,381,000 | -4.1% | 102,502 | -1.7% | 0.03% | -5.9% |
| Q4 2017 | $3,524,000 | +10.4% | 104,276 | +10.3% | 0.03% | -2.9% |
| Q3 2017 | $3,193,000 | +4.3% | 94,557 | +1.1% | 0.04% | -2.8% |
| Q2 2017 | $3,060,000 | +9.9% | 93,503 | +5.7% | 0.04% | +2.9% |
| Q1 2017 | $2,784,000 | +9.3% | 88,476 | +2.7% | 0.04% | 0.0% |
| Q4 2016 | $2,548,000 | +25.0% | 86,125 | +26.7% | 0.04% | +12.9% |
| Q3 2016 | $2,038,000 | -17.8% | 67,992 | -21.5% | 0.03% | -22.5% |
| Q2 2016 | $2,480,000 | +8.2% | 86,608 | +9.6% | 0.04% | 0.0% |
| Q1 2016 | $2,291,000 | +25.1% | 79,043 | +24.0% | 0.04% | +17.6% |
| Q4 2015 | $1,831,000 | +8.2% | 63,764 | +6.0% | 0.03% | -2.9% |
| Q3 2015 | $1,693,000 | -55.5% | 60,159 | -48.8% | 0.04% | -50.0% |
| Q2 2015 | $3,801,000 | -10.7% | 117,570 | -7.1% | 0.07% | -14.6% |
| Q1 2015 | $4,256,000 | +7.2% | 126,519 | +7.3% | 0.08% | -6.8% |
| Q4 2014 | $3,972,000 | -37.7% | 117,893 | -33.9% | 0.09% | -49.4% |
| Q3 2014 | $6,379,000 | +35.8% | 178,244 | +51.3% | 0.17% | +34.9% |
| Q2 2014 | $4,698,000 | +16.5% | 117,784 | +12.8% | 0.13% | +9.3% |
| Q1 2014 | $4,033,000 | -2.1% | 104,395 | -3.9% | 0.12% | -7.1% |
| Q4 2013 | $4,120,000 | +3.6% | 108,589 | -1.5% | 0.13% | -5.9% |
| Q3 2013 | $3,976,000 | +32.8% | 110,291 | +17.2% | 0.14% | +26.2% |
| Q2 2013 | $2,995,000 | – | 94,092 | – | 0.11% | – |
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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% |