ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 380 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,040,000 | +2.3% | 134,525 | +51.9% | 1.18% | +34.7% |
| Q4 2019 | $2,973,000 | +14.5% | 88,558 | +4.8% | 0.88% | -1.9% |
| Q3 2019 | $2,597,000 | -18.3% | 84,477 | -18.3% | 0.90% | +5500.0% |
| Q2 2019 | $3,177,000 | -0.3% | 103,412 | +0.2% | 0.02% | -5.9% |
| Q1 2019 | $3,185,000 | +6.3% | 103,205 | -1.1% | 0.02% | -92.7% |
| Q4 2018 | $2,996,000 | -53.7% | 104,341 | -45.5% | 0.23% | -91.1% |
| Q1 2018 | $6,471,000 | -8.6% | 191,514 | -8.7% | 2.59% | -13.7% |
| Q4 2017 | $7,079,000 | +0.7% | 209,672 | -2.4% | 3.01% | +2.2% |
| Q2 2017 | $7,027,000 | – | 214,764 | – | 2.94% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |