ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 352 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $260,000 | -32.6% | 11,500 | 0.0% | 0.04% | -14.9% |
| Q4 2019 | $386,000 | +9.0% | 11,500 | 0.0% | 0.05% | 0.0% |
| Q3 2019 | $354,000 | +0.3% | 11,500 | 0.0% | 0.05% | 0.0% |
| Q2 2019 | $353,000 | -0.6% | 11,500 | 0.0% | 0.05% | 0.0% |
| Q1 2019 | $355,000 | +7.6% | 11,500 | 0.0% | 0.05% | +6.8% |
| Q4 2018 | $330,000 | -12.0% | 11,500 | 0.0% | 0.04% | +2.3% |
| Q3 2018 | $375,000 | +1.6% | 11,500 | 0.0% | 0.04% | -2.3% |
| Q2 2018 | $369,000 | -2.9% | 11,500 | 0.0% | 0.04% | -4.3% |
| Q1 2018 | $380,000 | -2.3% | 11,500 | 0.0% | 0.05% | -2.1% |
| Q4 2017 | $389,000 | +0.3% | 11,500 | 0.0% | 0.05% | -7.8% |
| Q3 2017 | $388,000 | – | 11,500 | – | 0.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |