ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $6,462,000 | -9.7% | 210,210 | -9.8% | 3.61% | -1.3% |
| Q2 2019 | $7,160,000 | -10.7% | 233,087 | -10.3% | 3.66% | -11.2% |
| Q1 2019 | $8,021,000 | +6.0% | 259,917 | -1.4% | 4.12% | -7.7% |
| Q4 2018 | $7,567,000 | -28.8% | 263,571 | -19.0% | 4.47% | -27.1% |
| Q3 2018 | $10,624,000 | -2.1% | 325,594 | -3.9% | 6.13% | -9.3% |
| Q2 2018 | $10,855,000 | -4.3% | 338,689 | -1.5% | 6.76% | -6.2% |
| Q1 2018 | $11,345,000 | -49.2% | 343,688 | -48.0% | 7.20% | -44.5% |
| Q4 2017 | $22,353,000 | +2.3% | 661,524 | +2.2% | 12.98% | -5.5% |
| Q3 2017 | $21,858,000 | -2.8% | 647,466 | -5.8% | 13.74% | +0.1% |
| Q2 2017 | $22,483,000 | +12.0% | 687,124 | +7.7% | 13.73% | -0.9% |
| Q1 2017 | $20,077,000 | +14.2% | 638,167 | +11.6% | 13.85% | +12.9% |
| Q4 2016 | $17,586,000 | – | 572,081 | – | 12.27% | – |
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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% |