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 2022 | $201,000 | -2.0% | 6,331 | 0.0% | 0.02% | +5.9% |
| Q2 2021 | $205,000 | -35.3% | 6,331 | -37.2% | 0.02% | -41.4% |
| Q1 2021 | $317,000 | -35.2% | 10,082 | -39.2% | 0.03% | -39.6% |
| Q4 2020 | $489,000 | +6.3% | 16,590 | -10.1% | 0.05% | -5.9% |
| Q3 2020 | $460,000 | -46.9% | 18,449 | -46.5% | 0.05% | -50.5% |
| Q2 2020 | $867,000 | -42.0% | 34,514 | -47.8% | 0.10% | -50.7% |
| Q1 2020 | $1,495,000 | -80.2% | 66,134 | -70.6% | 0.21% | -47.6% |
| Q4 2019 | $7,546,000 | +22.2% | 224,773 | +11.9% | 0.40% | -52.6% |
| Q3 2019 | $6,175,000 | – | 200,871 | – | 0.84% | – |
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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% |