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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,201,757 | +14.5% | 244,164 | +18.7% | 0.07% | +11.5% |
| Q2 2023 | $5,416,516 | -21.2% | 205,716 | -17.7% | 0.06% | -29.1% |
| Q1 2023 | $6,870,039 | +2395.0% | 249,884 | +1004.1% | 0.09% | +1128.6% |
| Q4 2022 | $275,353 | -46.8% | 22,633 | -1.5% | 0.01% | -22.2% |
| Q3 2022 | $518,000 | -19.3% | 22,987 | -2.8% | 0.01% | -18.2% |
| Q2 2022 | $642,000 | -16.3% | 23,640 | -2.0% | 0.01% | -8.3% |
| Q1 2022 | $767,000 | -18.1% | 24,126 | -19.6% | 0.01% | -14.3% |
| Q4 2021 | $936,000 | +274.4% | 29,990 | +265.3% | 0.01% | +133.3% |
| Q3 2021 | $250,000 | -16.7% | 8,209 | -11.3% | 0.01% | -25.0% |
| Q2 2021 | $300,000 | -3.5% | 9,258 | -6.2% | 0.01% | -11.1% |
| Q1 2021 | $311,000 | -4.6% | 9,868 | -10.7% | 0.01% | -18.2% |
| Q4 2020 | $326,000 | -15.8% | 11,047 | -28.8% | 0.01% | -15.4% |
| Q3 2020 | $387,000 | -48.9% | 15,521 | -48.6% | 0.01% | -56.7% |
| Q2 2020 | $758,000 | -18.9% | 30,179 | -27.1% | 0.03% | -33.3% |
| Q1 2020 | $935,000 | -60.4% | 41,381 | -41.2% | 0.04% | -52.1% |
| Q4 2019 | $2,362,000 | +11.0% | 70,372 | +1.7% | 0.09% | -1.1% |
| Q3 2019 | $2,128,000 | +64.8% | 69,229 | +64.8% | 0.10% | +20.3% |
| Q2 2019 | $1,291,000 | -3.4% | 42,016 | -2.9% | 0.08% | -8.1% |
| Q1 2019 | $1,336,000 | +23.4% | 43,278 | +14.8% | 0.09% | +22.9% |
| Q4 2018 | $1,083,000 | +9.8% | 37,710 | +24.8% | 0.07% | -7.9% |
| Q3 2018 | $986,000 | +27.7% | 30,212 | +24.5% | 0.08% | +7.0% |
| Q2 2018 | $772,000 | -11.9% | 24,271 | -9.8% | 0.07% | -29.0% |
| Q1 2018 | $876,000 | -95.8% | 26,910 | +4137.8% | 0.10% | +2400.0% |
| Q2 2017 | $20,680,000 | – | 635 | – | 0.00% | – |
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% |