ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $318,000 | +53.6% | 7,215 | -0.2% | 0.04% | -11.4% |
| Q4 2018 | $207,000 | -97.7% | 7,228 | -97.6% | 0.04% | -61.4% |
| Q3 2018 | $9,051,000 | +2.3% | 303,027 | +7.6% | 0.11% | +14.0% |
| Q2 2018 | $8,851,000 | +2952.1% | 281,641 | +3057.4% | 0.10% | +81.8% |
| Q1 2018 | $290,000 | -6.5% | 8,920 | -1.4% | 0.06% | -5.2% |
| Q4 2017 | $310,000 | +3.0% | 9,051 | 0.0% | 0.06% | -6.5% |
| Q3 2017 | $301,000 | +33.2% | 9,051 | +29.7% | 0.06% | +21.6% |
| Q2 2017 | $226,000 | +4.6% | 6,978 | -3.3% | 0.05% | -26.1% |
| Q4 2016 | $216,000 | -1.8% | 7,215 | -2.0% | 0.07% | -14.8% |
| Q3 2016 | $220,000 | – | 7,365 | – | 0.08% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |