ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 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. | 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% |