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 2021 | $27,000 | -6.9% | 900 | 0.0% | 0.00% | -20.0% |
| Q2 2021 | $29,000 | +3.6% | 900 | 0.0% | 0.01% | 0.0% |
| Q1 2021 | $28,000 | -99.6% | 900 | -99.6% | 0.01% | -99.6% |
| Q4 2020 | $6,523,000 | +17.9% | 221,334 | -0.3% | 1.31% | -3.2% |
| Q3 2020 | $5,534,000 | -1.7% | 221,964 | -0.9% | 1.36% | -8.9% |
| Q2 2020 | $5,627,000 | +12.5% | 224,011 | +1.2% | 1.49% | +5.1% |
| Q1 2020 | $5,003,000 | -31.3% | 221,350 | +2.0% | 1.42% | -15.2% |
| Q4 2019 | $7,286,000 | +9.8% | 217,042 | +0.5% | 1.67% | +6.0% |
| Q3 2019 | $6,638,000 | +140.5% | 215,949 | +140.5% | 1.58% | +142.5% |
| Q2 2019 | $2,760,000 | -0.1% | 89,805 | +0.3% | 0.65% | +0.6% |
| Q1 2019 | $2,762,000 | +7.8% | 89,505 | +0.3% | 0.65% | +0.9% |
| Q4 2018 | $2,562,000 | -11.8% | 89,229 | +0.2% | 0.64% | +5.1% |
| Q3 2018 | $2,905,000 | +8.5% | 89,019 | +6.6% | 0.61% | +1.2% |
| Q2 2018 | $2,677,000 | -3.4% | 83,523 | -0.5% | 0.60% | -4.9% |
| Q1 2018 | $2,770,000 | -2.0% | 83,916 | +0.3% | 0.63% | -7.9% |
| Q4 2017 | $2,826,000 | -0.1% | 83,627 | -0.2% | 0.69% | -4.7% |
| Q3 2017 | $2,828,000 | +4.0% | 83,754 | +0.8% | 0.72% | -3.1% |
| Q2 2017 | $2,718,000 | +4.6% | 83,064 | +0.5% | 0.74% | -2.1% |
| Q1 2017 | $2,599,000 | +11.1% | 82,629 | +4.3% | 0.76% | -3.8% |
| Q4 2016 | $2,340,000 | +1.7% | 79,185 | +3.1% | 0.79% | +10.0% |
| Q3 2016 | $2,301,000 | -4.1% | 76,792 | -8.6% | 0.72% | +11.7% |
| Q2 2016 | $2,399,000 | +32.2% | 83,980 | +34.1% | 0.64% | -8.3% |
| Q1 2016 | $1,815,000 | +144.6% | 62,640 | +142.3% | 0.70% | +153.1% |
| Q4 2015 | $742,000 | – | 25,855 | – | 0.28% | – |
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% |