ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |