ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 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 ↓ |
|---|---|---|---|
| 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% |