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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $925,000 | +3.5% | 29,680 | +0.9% | 0.95% | -10.5% |
| Q3 2021 | $894,000 | -10.1% | 29,415 | -4.2% | 1.06% | -14.1% |
| Q2 2021 | $994,000 | +13.7% | 30,691 | +10.5% | 1.23% | +10.6% |
| Q1 2021 | $874,000 | -5.3% | 27,767 | -11.3% | 1.11% | +71.9% |
| Q4 2020 | $923,000 | +9.4% | 31,312 | -7.5% | 0.65% | +1.6% |
| Q3 2020 | $844,000 | +7.1% | 33,847 | +7.9% | 0.64% | -2.2% |
| Q2 2020 | $788,000 | +1.5% | 31,380 | -8.6% | 0.65% | -14.7% |
| Q1 2020 | $776,000 | -51.2% | 34,336 | -27.5% | 0.76% | -43.1% |
| Q4 2019 | $1,590,000 | +7.7% | 47,358 | -1.4% | 1.34% | +3.8% |
| Q3 2019 | $1,476,000 | +5.4% | 48,019 | +5.3% | 1.29% | +2.6% |
| Q2 2019 | $1,401,000 | +3.8% | 45,620 | +4.3% | 1.26% | +6.0% |
| Q1 2019 | $1,350,000 | +3.1% | 43,744 | -4.0% | 1.19% | -11.2% |
| Q4 2018 | $1,309,000 | -16.0% | 45,582 | -4.5% | 1.34% | +12.5% |
| Q3 2018 | $1,558,000 | -10.6% | 47,752 | -12.2% | 1.19% | -28.3% |
| Q2 2018 | $1,742,000 | -1.8% | 54,359 | +0.9% | 1.66% | -2.2% |
| Q1 2018 | $1,774,000 | +2.8% | 53,863 | +5.5% | 1.70% | +7.2% |
| Q4 2017 | $1,726,000 | – | 51,069 | – | 1.58% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |