ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $702,000 | -50.8% | 31,104 | -26.9% | 0.38% | -32.3% |
| Q4 2019 | $1,428,000 | +3.7% | 42,556 | -5.0% | 0.56% | -6.5% |
| Q3 2019 | $1,377,000 | -21.0% | 44,799 | -21.0% | 0.60% | -22.0% |
| Q2 2019 | $1,743,000 | -9.9% | 56,738 | -9.5% | 0.77% | -12.5% |
| Q1 2019 | $1,934,000 | -7.9% | 62,695 | -14.3% | 0.88% | -14.5% |
| Q4 2018 | $2,100,000 | -37.7% | 73,149 | -29.2% | 1.03% | -26.1% |
| Q3 2018 | $3,369,000 | +1.1% | 103,266 | -0.7% | 1.40% | -12.1% |
| Q2 2018 | $3,331,000 | -2.1% | 103,944 | +0.8% | 1.59% | -5.1% |
| Q1 2018 | $3,403,000 | -3.1% | 103,110 | -0.8% | 1.68% | -1.1% |
| Q4 2017 | $3,513,000 | +1.4% | 103,992 | +0.5% | 1.70% | +1.4% |
| Q3 2017 | $3,464,000 | +11.7% | 103,455 | +10.2% | 1.67% | +8.2% |
| Q2 2017 | $3,102,000 | +261.5% | 93,911 | +244.3% | 1.54% | +245.4% |
| Q1 2017 | $858,000 | +37.7% | 27,277 | +29.3% | 0.45% | +32.2% |
| Q4 2016 | $623,000 | – | 21,098 | – | 0.34% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |