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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |