ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $8,985,000 | +10.2% | 267,548 | +0.8% | 0.06% | +3.3% |
| Q3 2019 | $8,157,000 | +7.0% | 265,301 | +6.9% | 0.06% | +3.4% |
| Q2 2019 | $7,624,000 | +10.4% | 248,103 | +10.9% | 0.06% | +1.8% |
| Q1 2019 | $6,904,000 | +14.5% | 223,624 | +6.5% | 0.06% | -3.4% |
| Q4 2018 | $6,030,000 | +10.7% | 209,949 | +25.8% | 0.06% | +7.3% |
| Q3 2018 | $5,449,000 | +46.0% | 166,957 | +43.4% | 0.06% | +7.8% |
| Q2 2018 | $3,733,000 | -16.4% | 116,466 | -13.9% | 0.05% | -16.4% |
| Q1 2018 | $4,464,000 | +0.3% | 135,222 | +2.7% | 0.06% | +3.4% |
| Q4 2017 | $4,451,000 | +27.0% | 131,693 | +26.8% | 0.06% | +7.3% |
| Q3 2017 | $3,506,000 | +19.0% | 103,842 | +15.3% | 0.06% | +5.8% |
| Q2 2017 | $2,946,000 | +24.6% | 90,059 | +19.9% | 0.05% | +8.3% |
| Q1 2017 | $2,364,000 | +20.6% | 75,114 | +13.2% | 0.05% | +9.1% |
| Q4 2016 | $1,960,000 | -5.8% | 66,341 | -4.4% | 0.04% | -12.0% |
| Q3 2016 | $2,080,000 | +22.1% | 69,378 | +16.4% | 0.05% | +11.1% |
| Q2 2016 | $1,704,000 | – | 59,610 | – | 0.04% | – |
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% |