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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $792,505 | -4.5% | 31,201 | -1.0% | 0.13% | 0.0% |
| Q2 2023 | $829,421 | -3.5% | 31,501 | +0.8% | 0.13% | -9.0% |
| Q1 2023 | $859,089 | +0.1% | 31,251 | -1.1% | 0.14% | -2.0% |
| Q4 2022 | $858,283 | +34.7% | 31,601 | +11.9% | 0.15% | +23.3% |
| Q3 2022 | $637,000 | -16.9% | 28,251 | 0.0% | 0.12% | -12.4% |
| Q2 2022 | $767,000 | -35.1% | 28,251 | -24.1% | 0.14% | -25.1% |
| Q1 2022 | $1,182,000 | -0.8% | 37,226 | -2.6% | 0.18% | +4.0% |
| Q4 2021 | $1,191,000 | +10.4% | 38,201 | +7.6% | 0.18% | +1.1% |
| Q3 2021 | $1,079,000 | -18.5% | 35,490 | -13.2% | 0.17% | -19.8% |
| Q2 2021 | $1,324,000 | -0.2% | 40,865 | -3.0% | 0.22% | -4.8% |
| Q1 2021 | $1,326,000 | +1.2% | 42,140 | -5.2% | 0.23% | -3.4% |
| Q4 2020 | $1,310,000 | +11.0% | 44,450 | -6.1% | 0.24% | +0.9% |
| Q3 2020 | $1,180,000 | -1.0% | 47,335 | -0.3% | 0.23% | -6.4% |
| Q2 2020 | $1,192,000 | +8.9% | 47,460 | -2.1% | 0.25% | -6.4% |
| Q1 2020 | $1,095,000 | -32.4% | 48,460 | +0.4% | 0.27% | -15.8% |
| Q4 2019 | $1,620,000 | +6.2% | 48,262 | -2.7% | 0.32% | +3.6% |
| Q3 2019 | $1,525,000 | -2.4% | 49,612 | -2.4% | 0.31% | -13.3% |
| Q2 2019 | $1,562,000 | 0.0% | 50,830 | +0.4% | 0.35% | -0.8% |
| Q1 2019 | $1,562,000 | +6.2% | 50,615 | -1.2% | 0.36% | -4.3% |
| Q4 2018 | $1,471,000 | -26.6% | 51,245 | -16.6% | 0.37% | -13.3% |
| Q3 2018 | $2,005,000 | +17.0% | 61,445 | +14.9% | 0.43% | +9.4% |
| Q2 2018 | $1,714,000 | – | 53,495 | – | 0.39% | – |
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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% |