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 | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $3,534 | +17.8% | 130 | 0.0% | 0.00% | 0.0% |
| Q3 2022 | $3,000 | -25.0% | 130 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $4,000 | 0.0% | 130 | 0.0% | 0.00% | +50.0% |
| Q1 2022 | $4,000 | -66.7% | 130 | -65.8% | 0.00% | -71.4% |
| Q4 2021 | $12,000 | -42.9% | 380 | -44.4% | 0.01% | -46.2% |
| Q3 2021 | $21,000 | -4.5% | 684 | 0.0% | 0.01% | 0.0% |
| Q2 2021 | $22,000 | 0.0% | 684 | 0.0% | 0.01% | -7.1% |
| Q1 2021 | $22,000 | +4.8% | 684 | -6.2% | 0.01% | -6.7% |
| Q4 2020 | $21,000 | +16.7% | 729 | 0.0% | 0.02% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 729 | 0.0% | 0.02% | -6.2% |
| Q2 2020 | $18,000 | +12.5% | 729 | 0.0% | 0.02% | 0.0% |
| Q1 2020 | $16,000 | -33.3% | 729 | 0.0% | 0.02% | -15.8% |
| Q4 2019 | $24,000 | +9.1% | 729 | 0.0% | 0.02% | +5.6% |
| Q3 2019 | $22,000 | 0.0% | 729 | 0.0% | 0.02% | -5.3% |
| Q2 2019 | $22,000 | -4.3% | 729 | -0.7% | 0.02% | -5.0% |
| Q1 2019 | $23,000 | +9.5% | 734 | 0.0% | 0.02% | -4.8% |
| Q4 2018 | $21,000 | -12.5% | 734 | 0.0% | 0.02% | 0.0% |
| Q3 2018 | $24,000 | 0.0% | 734 | 0.0% | 0.02% | -4.5% |
| Q2 2018 | $24,000 | 0.0% | 734 | 0.0% | 0.02% | 0.0% |
| Q1 2018 | $24,000 | -4.0% | 734 | 0.0% | 0.02% | -4.3% |
| Q4 2017 | $25,000 | 0.0% | 734 | 0.0% | 0.02% | -4.2% |
| Q3 2017 | $25,000 | +150.0% | 734 | +133.0% | 0.02% | +140.0% |
| Q2 2017 | $10,000 | -23.1% | 315 | -24.1% | 0.01% | -23.1% |
| Q1 2017 | $13,000 | +8.3% | 415 | 0.0% | 0.01% | +8.3% |
| Q4 2016 | $12,000 | – | 415 | – | 0.01% | – |
Download | ||||||
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% |