ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $261 | -99.9% | 9,595 | 0.0% | 0.01% | 0.0% |
| Q3 2022 | $216,000 | -49.5% | 9,595 | -39.1% | 0.01% | -42.9% |
| Q2 2022 | $428,000 | -14.7% | 15,747 | -0.4% | 0.01% | -6.7% |
| Q1 2022 | $502,000 | +1.8% | 15,815 | 0.0% | 0.02% | +7.1% |
| Q4 2021 | $493,000 | +53.1% | 15,815 | +49.5% | 0.01% | +40.0% |
| Q3 2021 | $322,000 | +2.9% | 10,580 | +9.5% | 0.01% | 0.0% |
| Q2 2021 | $313,000 | +3.0% | 9,663 | +0.2% | 0.01% | -9.1% |
| Q1 2021 | $304,000 | +33.9% | 9,643 | +25.4% | 0.01% | +22.2% |
| Q4 2020 | $227,000 | +11.8% | 7,687 | -4.9% | 0.01% | -10.0% |
| Q2 2020 | $203,000 | -24.8% | 8,083 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $270,000 | +3.4% | 8,083 | -4.9% | 0.01% | -7.7% |
| Q3 2019 | $261,000 | 0.0% | 8,499 | 0.0% | 0.01% | -7.1% |
| Q2 2019 | $261,000 | -0.4% | 8,499 | 0.0% | 0.01% | -6.7% |
| Q1 2019 | $262,000 | +7.4% | 8,499 | 0.0% | 0.02% | -6.2% |
| Q4 2018 | $244,000 | -11.9% | 8,499 | 0.0% | 0.02% | -5.9% |
| Q3 2018 | $277,000 | – | 8,499 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |