ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,374,257 | -24.6% | 211,585 | -21.9% | 0.25% | -22.6% |
| Q2 2023 | $7,129,404 | +16.5% | 270,771 | +21.7% | 0.32% | +21.3% |
| Q1 2023 | $6,117,779 | +7.7% | 222,546 | +6.4% | 0.26% | -3.0% |
| Q4 2022 | $5,678,450 | +29.9% | 209,074 | +7.8% | 0.27% | +8.8% |
| Q3 2022 | $4,371,000 | -11.7% | 193,995 | +6.4% | 0.25% | -17.0% |
| Q2 2022 | $4,951,000 | +6.7% | 182,307 | +24.8% | 0.30% | +6.4% |
| Q1 2022 | $4,640,000 | +62.5% | 146,101 | +59.5% | 0.28% | +64.9% |
| Q4 2021 | $2,856,000 | +14180.0% | 91,595 | +13969.9% | 0.17% | +17000.0% |
| Q1 2021 | $20,000 | -82.0% | 651 | -86.8% | 0.00% | -93.8% |
| Q1 2020 | $111,000 | -49.8% | 4,933 | -25.0% | 0.02% | -42.9% |
| Q4 2019 | $221,000 | +5.7% | 6,578 | -3.3% | 0.03% | -6.7% |
| Q3 2019 | $209,000 | -16.4% | 6,802 | -16.6% | 0.03% | -25.0% |
| Q2 2019 | $250,000 | +12.6% | 8,152 | +13.3% | 0.04% | +5.3% |
| Q1 2019 | $222,000 | +9.9% | 7,195 | +2.1% | 0.04% | -2.6% |
| Q4 2018 | $202,000 | +4.1% | 7,048 | +18.5% | 0.04% | +8.3% |
| Q3 2018 | $194,000 | +15.5% | 5,949 | +13.3% | 0.04% | +9.1% |
| Q2 2018 | $168,000 | +24.4% | 5,250 | +28.8% | 0.03% | +6.5% |
| Q1 2018 | $135,000 | -15.6% | 4,075 | -13.9% | 0.03% | -24.4% |
| Q4 2017 | $160,000 | +35.6% | 4,732 | +35.7% | 0.04% | +17.1% |
| Q3 2017 | $118,000 | – | 3,487 | – | 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% |