ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 363 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $4,214,000 | +25.2% | 143 | +5.9% | 0.00% | – |
| Q3 2020 | $3,365,000 | +27.6% | 135 | +28.6% | 0.00% | – |
| Q2 2020 | $2,637,000 | +11.1% | 105 | 0.0% | 0.00% | – |
| Q1 2020 | $2,373,000 | -44.8% | 105 | -18.0% | 0.00% | – |
| Q4 2019 | $4,297,000 | +9.2% | 128 | 0.0% | 0.00% | – |
| Q3 2019 | $3,934,000 | +0.1% | 128 | 0.0% | 0.00% | – |
| Q2 2019 | $3,932,000 | +8.0% | 128 | +8.5% | 0.00% | – |
| Q1 2019 | $3,641,000 | +9.3% | 118 | +1.7% | 0.00% | – |
| Q4 2018 | $3,330,000 | -12.0% | 116 | 0.0% | 0.00% | – |
| Q3 2018 | $3,785,000 | +3.6% | 116 | +1.8% | 0.00% | – |
| Q2 2018 | $3,653,000 | +0.6% | 114 | +3.6% | 0.00% | – |
| Q1 2018 | $3,631,000 | -2.3% | 110 | 0.0% | 0.00% | – |
| Q4 2017 | $3,716,000 | – | 110 | – | 0.00% | – |
Download | ||||||
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% |