ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $599 | -18.9% | 21,346 | -19.2% | 0.05% | -20.7% |
| Q4 2023 | $739 | -44.3% | 26,419 | -49.4% | 0.06% | -56.1% |
| Q3 2023 | $1,326 | +394.8% | 52,209 | +412.6% | 0.13% | +560.0% |
| Q2 2023 | $268 | -14.9% | 10,185 | -11.1% | 0.02% | -41.2% |
| Q1 2023 | $315 | -99.9% | 11,453 | +2.3% | 0.03% | -5.6% |
| Q4 2021 | $349,000 | +13.3% | 11,200 | +10.7% | 0.04% | +33.3% |
| Q3 2021 | $308,000 | +2.0% | 10,119 | -1.4% | 0.03% | -18.2% |
| Q4 2020 | $302,000 | +34.2% | 10,259 | +14.5% | 0.03% | +26.9% |
| Q2 2020 | $225,000 | -74.7% | 8,956 | -69.1% | 0.03% | -62.3% |
| Q3 2019 | $890,000 | +237.1% | 28,949 | +236.3% | 0.07% | +360.0% |
| Q2 2019 | $264,000 | -3.3% | 8,608 | -2.6% | 0.02% | 0.0% |
| Q1 2019 | $273,000 | -40.0% | 8,834 | -37.7% | 0.02% | -25.0% |
| Q2 2018 | $455,000 | -6.2% | 14,190 | -3.3% | 0.02% | -23.1% |
| Q1 2018 | $485,000 | – | 14,678 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |