ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $1,399,000 | +7.5% | 45,321 | -0.1% | 0.29% | -0.3% |
| Q4 2018 | $1,302,000 | -34.1% | 45,360 | -26.0% | 0.30% | -28.0% |
| Q3 2018 | $1,977,000 | +9.2% | 61,300 | +8.6% | 0.41% | 0.0% |
| Q2 2018 | $1,810,000 | -1.8% | 56,469 | +1.1% | 0.41% | -4.2% |
| Q1 2018 | $1,844,000 | -2.9% | 55,865 | -0.6% | 0.43% | -6.3% |
| Q4 2017 | $1,900,000 | +6.6% | 56,215 | +6.4% | 0.46% | -1.1% |
| Q3 2017 | $1,783,000 | – | 52,822 | – | 0.46% | – |
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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% |