ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292 | -3.6% | 11,500 | 0.0% | 0.14% | +2.3% |
| Q2 2023 | $303 | -2.9% | 11,500 | 0.0% | 0.13% | -15.3% |
| Q4 2022 | $312 | -99.9% | 11,500 | 0.0% | 0.16% | +9.0% |
| Q3 2022 | $259,000 | -17.0% | 11,500 | 0.0% | 0.14% | -5.3% |
| Q2 2022 | $312,000 | -14.5% | 11,500 | 0.0% | 0.15% | +7.0% |
| Q1 2022 | $365,000 | +78.0% | 11,500 | +88.5% | 0.14% | +47.9% |
| Q4 2019 | $205,000 | +2.0% | 6,100 | 0.0% | 0.10% | +2.1% |
| Q1 2018 | $201,000 | -2.4% | 6,100 | 0.0% | 0.09% | 0.0% |
| Q4 2017 | $206,000 | 0.0% | 6,100 | 0.0% | 0.09% | -3.1% |
| Q3 2017 | $206,000 | -2.8% | 6,100 | -6.9% | 0.10% | -14.2% |
| Q2 2015 | $212,000 | – | 6,554 | – | 0.11% | – |
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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% |