ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,916,010 | -1.6% | 73,953 | 0.0% | 0.08% | -1.2% |
| Q2 2023 | $1,947,182 | +765.4% | 73,953 | +945.6% | 0.08% | +654.5% |
| Q1 2022 | $225,000 | +1.8% | 7,073 | 0.0% | 0.01% | 0.0% |
| Q4 2021 | $221,000 | +2.8% | 7,073 | 0.0% | 0.01% | 0.0% |
| Q3 2021 | $215,000 | -54.3% | 7,073 | -51.3% | 0.01% | -42.1% |
| Q2 2021 | $470,000 | +2.6% | 14,525 | 0.0% | 0.02% | -5.0% |
| Q1 2021 | $458,000 | +7.0% | 14,525 | 0.0% | 0.02% | -4.8% |
| Q4 2020 | $428,000 | +18.2% | 14,525 | 0.0% | 0.02% | +23.5% |
| Q3 2020 | $362,000 | -3.2% | 14,525 | -2.5% | 0.02% | -15.0% |
| Q2 2020 | $374,000 | +11.0% | 14,904 | 0.0% | 0.02% | -9.1% |
| Q1 2020 | $337,000 | -42.1% | 14,904 | -14.1% | 0.02% | -21.4% |
| Q4 2019 | $582,000 | +27.1% | 17,354 | +16.4% | 0.03% | +27.3% |
| Q3 2019 | $458,000 | -29.5% | 14,904 | -29.6% | 0.02% | -33.3% |
| Q2 2019 | $650,000 | +41.3% | 21,168 | +42.0% | 0.03% | +50.0% |
| Q1 2019 | $460,000 | +7.5% | 14,904 | 0.0% | 0.02% | 0.0% |
| Q4 2018 | $428,000 | -47.7% | 14,904 | -39.9% | 0.02% | -54.2% |
| Q3 2018 | $819,000 | +2.9% | 24,815 | 0.0% | 0.05% | -5.9% |
| Q2 2018 | $796,000 | +223.6% | 24,815 | +233.0% | 0.05% | +200.0% |
| Q1 2018 | $246,000 | – | 7,452 | – | 0.02% | – |
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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% |