ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $2,827,000 | +17.0% | 85,631 | +19.8% | 1.82% | +21.7% |
| Q4 2017 | $2,416,000 | +4.1% | 71,486 | +4.0% | 1.50% | -2.5% |
| Q3 2017 | $2,321,000 | +5.0% | 68,753 | +1.8% | 1.53% | +1.6% |
| Q2 2017 | $2,210,000 | +31.3% | 67,547 | +26.2% | 1.51% | +23.4% |
| Q1 2017 | $1,683,000 | +173.2% | 53,513 | +156.8% | 1.22% | +137.2% |
| Q4 2016 | $616,000 | +3.7% | 20,839 | +5.1% | 0.52% | +14.4% |
| Q3 2016 | $594,000 | +19.5% | 19,835 | +14.2% | 0.45% | +10.0% |
| Q2 2016 | $497,000 | +10.2% | 17,376 | +11.5% | 0.41% | -2.8% |
| Q1 2016 | $451,000 | – | 15,586 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |