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 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 | 847,196 | $19,147,000 | 9.67% |
Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |