ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 392 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $8,808,000 | +32.0% | 350,648 | +18.8% | 0.28% | +5.6% |
| Q1 2020 | $6,672,000 | +8.3% | 295,213 | +60.9% | 0.27% | +39.3% |
| Q4 2019 | $6,161,000 | +93.1% | 183,528 | +76.9% | 0.19% | +75.2% |
| Q3 2019 | $3,190,000 | +148.1% | 103,769 | +147.9% | 0.11% | +131.9% |
| Q2 2019 | $1,286,000 | +23.4% | 41,866 | +24.0% | 0.05% | +20.5% |
| Q1 2019 | $1,042,000 | +47.2% | 33,754 | +37.0% | 0.04% | +25.8% |
| Q4 2018 | $708,000 | +68.6% | 24,644 | +98.1% | 0.03% | +93.8% |
| Q4 2017 | $420,000 | +7.1% | 12,440 | +7.1% | 0.02% | 0.0% |
| Q3 2017 | $392,000 | -82.0% | 11,619 | -82.5% | 0.02% | -84.0% |
| Q2 2017 | $2,174,000 | +5.5% | 66,453 | +1.5% | 0.10% | +4.2% |
| Q1 2017 | $2,060,000 | -6.7% | 65,484 | -12.3% | 0.10% | -22.0% |
| Q4 2016 | $2,207,000 | -58.1% | 74,645 | -57.5% | 0.12% | -75.7% |
| Q3 2016 | $5,263,000 | – | 175,536 | – | 0.51% | – |
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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% |