ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 389 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 ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |