ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $204,000 | -40.0% | 9,015 | -10.9% | 0.04% | -29.0% |
| Q4 2019 | $340,000 | +5.6% | 10,115 | -3.3% | 0.06% | -4.6% |
| Q3 2019 | $322,000 | -23.7% | 10,465 | -23.9% | 0.06% | -25.3% |
| Q2 2019 | $422,000 | +7.4% | 13,745 | +7.9% | 0.09% | +1.2% |
| Q1 2019 | $393,000 | +7.4% | 12,741 | +0.0% | 0.09% | -5.5% |
| Q4 2018 | $366,000 | -12.0% | 12,739 | +0.0% | 0.09% | -1.1% |
| Q3 2018 | $416,000 | +2.0% | 12,735 | 0.0% | 0.09% | -3.2% |
| Q2 2018 | $408,000 | -2.9% | 12,735 | +0.0% | 0.10% | -2.1% |
| Q1 2018 | $420,000 | -2.3% | 12,731 | +0.0% | 0.10% | -2.0% |
| Q4 2017 | $430,000 | 0.0% | 12,730 | +0.0% | 0.10% | -7.5% |
| Q3 2017 | $430,000 | +17.2% | 12,727 | +13.4% | 0.11% | +12.6% |
| Q2 2017 | $367,000 | +4.9% | 11,227 | +0.9% | 0.10% | -2.1% |
| Q1 2017 | $350,000 | +24.6% | 11,124 | +16.8% | 0.10% | +14.1% |
| Q4 2016 | $281,000 | +21.1% | 9,522 | +22.9% | 0.08% | +16.4% |
| Q3 2016 | $232,000 | +4.5% | 7,745 | 0.0% | 0.07% | +4.3% |
| Q2 2016 | $222,000 | -72.1% | 7,745 | -72.6% | 0.07% | -76.4% |
| Q3 2015 | $795,000 | -13.9% | 28,256 | -1.0% | 0.30% | -11.6% |
| Q2 2015 | $923,000 | -4.0% | 28,554 | +0.0% | 0.34% | -4.3% |
| Q1 2015 | $961,000 | +0.1% | 28,553 | +0.2% | 0.35% | -5.6% |
| Q4 2014 | $960,000 | +49.1% | 28,504 | +58.5% | 0.37% | +43.6% |
| Q3 2014 | $644,000 | -10.2% | 17,981 | +0.0% | 0.26% | -5.5% |
| Q2 2014 | $717,000 | +18.7% | 17,978 | +15.1% | 0.27% | +9.2% |
| Q1 2014 | $604,000 | -60.9% | 15,626 | -61.7% | 0.25% | -60.6% |
| Q4 2013 | $1,546,000 | +17.4% | 40,746 | +12.2% | 0.64% | +1.1% |
| Q3 2013 | $1,317,000 | +18.9% | 36,320 | +4.3% | 0.63% | +17.8% |
| Q2 2013 | $1,108,000 | – | 34,820 | – | 0.54% | – |
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% |