ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $1,722,000 | -1.9% | 56,004 | -2.1% | 3.80% | -4.4% |
| Q2 2019 | $1,756,000 | -3.4% | 57,178 | -2.9% | 3.98% | +5.4% |
| Q1 2019 | $1,818,000 | +8.0% | 58,900 | +0.4% | 3.77% | -4.0% |
| Q4 2018 | $1,684,000 | +75.2% | 58,684 | +99.2% | 3.93% | +79.5% |
| Q3 2018 | $961,000 | -2.0% | 29,454 | -3.8% | 2.19% | -69.6% |
| Q2 2018 | $981,000 | -53.7% | 30,618 | -52.3% | 7.21% | +125.0% |
| Q1 2018 | $2,118,000 | +92.2% | 64,186 | +96.8% | 3.20% | +35.9% |
| Q4 2017 | $1,102,000 | -67.6% | 32,613 | -67.6% | 2.36% | -41.5% |
| Q3 2017 | $3,396,000 | +7.5% | 100,582 | +4.2% | 4.03% | +6.0% |
| Q2 2017 | $3,158,000 | +18.3% | 96,534 | +13.7% | 3.80% | -5.3% |
| Q1 2017 | $2,670,000 | +86.6% | 84,892 | +75.3% | 4.01% | -45.5% |
| Q4 2016 | $1,431,000 | +26.6% | 48,425 | +28.5% | 7.36% | +16.7% |
| Q3 2016 | $1,130,000 | +106.6% | 37,677 | +97.2% | 6.31% | -79.2% |
| Q2 2016 | $547,000 | – | 19,104 | – | 30.36% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |