ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |