ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $2,162,000 | +27.6% | 86,714 | +28.6% | 0.20% | +20.2% |
| Q2 2020 | $1,694,000 | -2.9% | 67,440 | -12.7% | 0.16% | -13.8% |
| Q1 2020 | $1,745,000 | -21.0% | 77,220 | +17.3% | 0.19% | +1.1% |
| Q4 2019 | $2,210,000 | -1.4% | 65,820 | -9.7% | 0.19% | +15.4% |
| Q3 2019 | $2,242,000 | -4.2% | 72,930 | -4.3% | 0.16% | -0.6% |
| Q2 2019 | $2,341,000 | +89.9% | 76,210 | +90.8% | 0.16% | +167.2% |
| Q1 2019 | $1,233,000 | +45.2% | 39,950 | +35.1% | 0.06% | +27.1% |
| Q4 2018 | $849,000 | -13.9% | 29,570 | -2.1% | 0.05% | +6.7% |
| Q3 2018 | $986,000 | +2.8% | 30,210 | +1.0% | 0.04% | -6.2% |
| Q2 2018 | $959,000 | -40.3% | 29,910 | -38.6% | 0.05% | -42.2% |
| Q1 2018 | $1,607,000 | -8.5% | 48,680 | -6.4% | 0.08% | -3.5% |
| Q4 2017 | $1,757,000 | +0.1% | 51,990 | 0.0% | 0.09% | -6.5% |
| Q3 2017 | $1,755,000 | +39.6% | 51,990 | +35.3% | 0.09% | +24.3% |
| Q2 2017 | $1,257,000 | -4.6% | 38,430 | -8.2% | 0.07% | -9.8% |
| Q1 2017 | $1,318,000 | -2.7% | 41,880 | -8.5% | 0.08% | -5.7% |
| Q4 2016 | $1,354,000 | -45.6% | 45,790 | -44.9% | 0.09% | -47.9% |
| Q3 2016 | $2,490,000 | -11.7% | 83,045 | -15.7% | 0.17% | -21.2% |
| Q2 2016 | $2,820,000 | -26.8% | 98,495 | -25.8% | 0.21% | -28.9% |
| Q1 2016 | $3,850,000 | +1.0% | 132,800 | 0.0% | 0.30% | -4.8% |
| Q4 2015 | $3,813,000 | – | 132,800 | – | 0.31% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |