ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $571,177 | +28616.8% | 21,693 | -70.0% | 0.00% | -100.0% |
| Q1 2023 | $1,989 | -99.9% | 72,359 | +29.0% | 0.00% | 0.0% |
| Q3 2021 | $1,707,000 | +5.4% | 56,113 | +12.2% | 0.00% | 0.0% |
| Q2 2021 | $1,620,000 | +97.1% | 50,000 | +104.1% | 0.00% | 0.0% |
| Q4 2019 | $822,000 | +63.4% | 24,496 | +50.3% | 0.00% | 0.0% |
| Q1 2019 | $503,000 | -37.4% | 16,300 | -41.8% | 0.00% | 0.0% |
| Q4 2018 | $804,000 | +24.7% | 27,991 | +39.0% | 0.00% | 0.0% |
| Q2 2018 | $645,000 | -52.4% | 20,140 | -53.3% | 0.00% | -50.0% |
| Q1 2017 | $1,356,000 | +290.8% | 43,110 | +267.3% | 0.00% | +100.0% |
| Q4 2016 | $347,000 | -25.4% | 11,738 | -15.1% | 0.00% | 0.0% |
| Q1 2015 | $465,000 | – | 13,822 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |