ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |