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 ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |