ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $33,716,000 | +2.6% | 1,352,420 | +3.4% | 0.63% | -8.5% |
| Q2 2020 | $32,866,000 | +2.3% | 1,308,348 | -8.0% | 0.69% | -16.3% |
| Q1 2020 | $32,142,000 | -13.0% | 1,422,210 | +29.3% | 0.82% | -1.1% |
| Q4 2019 | $36,933,000 | +6.9% | 1,100,186 | -2.1% | 0.83% | -4.7% |
| Q3 2019 | $34,537,000 | +17.3% | 1,123,521 | +17.3% | 0.87% | +9.8% |
| Q2 2019 | $29,435,000 | +79.2% | 958,187 | +80.0% | 0.79% | +67.8% |
| Q1 2019 | $16,425,000 | +18.1% | 532,231 | +9.8% | 0.47% | +4.0% |
| Q4 2018 | $13,913,000 | -6.0% | 484,633 | +6.9% | 0.45% | +6.8% |
| Q3 2018 | $14,798,000 | +2.4% | 453,485 | +0.6% | 0.42% | -4.5% |
| Q2 2018 | $14,449,000 | -2.3% | 450,830 | +0.6% | 0.44% | -6.5% |
| Q1 2018 | $14,790,000 | +90.0% | 448,058 | +94.5% | 0.48% | +91.2% |
| Q4 2017 | $7,784,000 | +4.3% | 230,348 | +4.2% | 0.25% | -6.4% |
| Q3 2017 | $7,462,000 | -6.4% | 221,027 | -9.3% | 0.27% | -13.4% |
| Q2 2017 | $7,970,000 | +4.6% | 243,602 | +0.6% | 0.31% | -2.2% |
| Q1 2017 | $7,616,000 | +8.9% | 242,105 | +2.3% | 0.31% | -1.9% |
| Q4 2016 | $6,993,000 | -3.8% | 236,580 | -2.4% | 0.32% | -9.1% |
| Q3 2016 | $7,267,000 | +4.8% | 242,389 | +0.1% | 0.35% | -4.1% |
| Q2 2016 | $6,936,000 | -2.1% | 242,243 | -0.8% | 0.37% | -8.9% |
| Q1 2016 | $7,082,000 | +1.0% | 244,299 | +0.1% | 0.40% | -2.2% |
| Q4 2015 | $7,009,000 | -1.3% | 244,154 | -3.3% | 0.41% | -5.7% |
| Q3 2015 | $7,103,000 | -8.9% | 252,531 | +4.7% | 0.44% | -4.6% |
| Q2 2015 | $7,799,000 | -4.4% | 241,215 | -0.6% | 0.46% | -5.6% |
| Q1 2015 | $8,162,000 | +3.2% | 242,622 | +3.3% | 0.48% | +0.6% |
| Q4 2014 | $7,909,000 | +5.6% | 234,776 | +12.2% | 0.48% | -1.2% |
| Q3 2014 | $7,489,000 | -1.0% | 209,248 | +10.3% | 0.49% | -3.0% |
| Q2 2014 | $7,567,000 | +22.5% | 189,674 | +18.6% | 0.50% | +14.1% |
| Q1 2014 | $6,179,000 | +4.1% | 159,920 | +2.3% | 0.44% | -6.0% |
| Q4 2013 | $5,933,000 | +9.3% | 156,386 | +4.5% | 0.47% | -6.0% |
| Q3 2013 | $5,428,000 | +43.8% | 149,713 | +26.2% | 0.50% | +23.8% |
| Q2 2013 | $3,775,000 | – | 118,590 | – | 0.40% | – |
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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% |