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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $733,000 | -32.7% | 41,625 | +28.4% | 0.08% | -52.8% |
| Q4 2019 | $1,089,000 | -6.9% | 32,427 | -14.8% | 0.16% | -20.1% |
| Q3 2019 | $1,170,000 | -0.4% | 38,047 | -0.5% | 0.20% | +12.7% |
| Q2 2019 | $1,175,000 | -24.5% | 38,247 | -24.2% | 0.18% | -33.0% |
| Q1 2019 | $1,556,000 | +7.2% | 50,432 | -0.3% | 0.27% | -11.2% |
| Q4 2018 | $1,452,000 | +16033.3% | 50,570 | +16756.7% | 0.30% | +4242.9% |
| Q2 2015 | $9,000 | -10.0% | 300 | 0.0% | 0.01% | 0.0% |
| Q3 2014 | $10,000 | -9.1% | 300 | 0.0% | 0.01% | 0.0% |
| Q2 2014 | $11,000 | – | 300 | – | 0.01% | – |
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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% |