ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $257,000 | -31.6% | 11,356 | +1.4% | 0.10% | -13.9% |
| Q4 2019 | $376,000 | +4.2% | 11,200 | -4.6% | 0.12% | -16.7% |
| Q3 2019 | $361,000 | +5.9% | 11,746 | +5.7% | 0.14% | +2.2% |
| Q2 2019 | $341,000 | 0.0% | 11,112 | +0.5% | 0.14% | +4.7% |
| Q1 2019 | $341,000 | +8.3% | 11,059 | +0.8% | 0.13% | -9.8% |
| Q4 2018 | $315,000 | -11.0% | 10,968 | +1.0% | 0.14% | +2.9% |
| Q3 2018 | $354,000 | +1.7% | 10,861 | 0.0% | 0.14% | 0.0% |
| Q2 2018 | $348,000 | -2.2% | 10,861 | +0.7% | 0.14% | +21.9% |
| Q1 2018 | $356,000 | -3.0% | 10,787 | -0.5% | 0.11% | -5.0% |
| Q4 2017 | $367,000 | +0.8% | 10,837 | +0.4% | 0.12% | +11.1% |
| Q3 2017 | $364,000 | +3.4% | 10,794 | +0.3% | 0.11% | +2.9% |
| Q2 2017 | $352,000 | +4.5% | 10,764 | +0.6% | 0.10% | +7.1% |
| Q1 2017 | $337,000 | +7.7% | 10,699 | +1.2% | 0.10% | +10.1% |
| Q4 2016 | $313,000 | -0.9% | 10,575 | +0.2% | 0.09% | -55.7% |
| Q3 2016 | $316,000 | +39.2% | 10,554 | +79.9% | 0.20% | +30.5% |
| Q1 2014 | $227,000 | – | 5,866 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |