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 | $414,762 | -63.1% | 16,329 | -61.8% | 0.00% | -50.0% |
| Q2 2023 | $1,125,100 | +2.0% | 42,731 | +6.5% | 0.00% | 0.0% |
| Q1 2023 | $1,102,564 | -1.8% | 40,108 | -2.9% | 0.00% | 0.0% |
| Q4 2022 | $1,122,439 | +9.4% | 41,327 | -8.9% | 0.00% | 0.0% |
| Q3 2022 | $1,026,000 | -33.8% | 45,375 | -19.9% | 0.00% | 0.0% |
| Q2 2022 | $1,550,000 | +206.3% | 56,662 | +255.6% | 0.00% | +100.0% |
| Q1 2022 | $506,000 | +12.2% | 15,936 | +11.1% | 0.00% | 0.0% |
| Q1 2021 | $451,000 | -15.7% | 14,344 | -21.0% | 0.00% | 0.0% |
| Q4 2020 | $535,000 | +34.1% | 18,149 | +13.4% | 0.00% | 0.0% |
| Q3 2020 | $399,000 | -49.7% | 16,009 | -49.4% | 0.00% | -50.0% |
| Q2 2020 | $794,000 | -22.3% | 31,623 | -30.1% | 0.00% | 0.0% |
| Q1 2020 | $1,022,000 | +35.2% | 45,220 | +71.4% | 0.00% | +100.0% |
| Q4 2018 | $756,000 | -38.5% | 26,378 | -30.0% | 0.00% | -50.0% |
| Q3 2018 | $1,229,000 | +72.6% | 37,668 | +69.4% | 0.00% | +100.0% |
| Q2 2018 | $712,000 | +133.4% | 22,230 | +140.2% | 0.00% | – |
| Q1 2018 | $305,000 | -61.9% | 9,253 | -61.0% | 0.00% | -100.0% |
| Q4 2017 | $800,000 | -35.0% | 23,700 | -35.0% | 0.00% | -50.0% |
| Q3 2017 | $1,231,000 | +71.7% | 36,460 | +52.6% | 0.00% | +100.0% |
| Q3 2016 | $717,000 | – | 23,900 | – | 0.00% | – |
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% |