ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $447,000 | -3.9% | 17,943 | -3.1% | 0.15% | -3.8% |
| Q2 2020 | $465,000 | -23.5% | 18,523 | -31.1% | 0.16% | -32.5% |
| Q1 2020 | $608,000 | -25.1% | 26,903 | +11.1% | 0.23% | -6.9% |
| Q4 2019 | $812,000 | +52.6% | 24,208 | +39.8% | 0.25% | +45.9% |
| Q3 2019 | $532,000 | +6.0% | 17,318 | +6.0% | 0.17% | +4.9% |
| Q2 2019 | $502,000 | -0.6% | 16,343 | -0.2% | 0.16% | +6.6% |
| Q1 2019 | $505,000 | -4.5% | 16,378 | -11.1% | 0.15% | -10.1% |
| Q4 2018 | $529,000 | -50.8% | 18,423 | -44.1% | 0.17% | -44.2% |
| Q3 2018 | $1,075,000 | +1.4% | 32,945 | -0.4% | 0.30% | -2.3% |
| Q2 2018 | $1,060,000 | +10.6% | 33,085 | +14.0% | 0.31% | +17.0% |
| Q1 2018 | $958,000 | -1.2% | 29,017 | +1.1% | 0.26% | +1.5% |
| Q4 2017 | $970,000 | +6.1% | 28,702 | +5.9% | 0.26% | -21.1% |
| Q3 2017 | $914,000 | – | 27,092 | – | 0.33% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |