ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $43,000 | -98.5% | 1,500 | -98.3% | 0.02% | -97.9% |
| Q3 2018 | $2,962,000 | -10.4% | 90,770 | -11.9% | 1.02% | -21.5% |
| Q2 2018 | $3,304,000 | +2.8% | 103,085 | +5.8% | 1.30% | +0.4% |
| Q1 2018 | $3,215,000 | +0.1% | 97,394 | +2.5% | 1.30% | -4.6% |
| Q4 2017 | $3,211,000 | +8.6% | 95,029 | +8.5% | 1.36% | -1.2% |
| Q3 2017 | $2,957,000 | +19.3% | 87,577 | +15.6% | 1.37% | +12.1% |
| Q2 2017 | $2,478,000 | +5172.3% | 75,729 | +4421.1% | 1.23% | +3731.2% |
| Q3 2015 | $47,000 | -13.0% | 1,675 | 0.0% | 0.03% | -11.1% |
| Q2 2015 | $54,000 | -3.6% | 1,675 | 0.0% | 0.04% | -5.3% |
| Q1 2015 | $56,000 | -9.7% | 1,675 | -9.5% | 0.04% | -15.6% |
| Q4 2014 | $62,000 | – | 1,850 | – | 0.04% | – |
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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% |