ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,314,000 | +96.1% | 74,998 | +82.4% | 1.58% | +87.0% |
| Q4 2018 | $1,180,000 | -26.6% | 41,108 | -19.8% | 0.85% | -28.3% |
| Q3 2018 | $1,608,000 | -6.2% | 51,282 | -4.1% | 1.18% | +14.0% |
| Q2 2018 | $1,714,000 | -4.5% | 53,482 | -1.6% | 1.04% | -25.4% |
| Q1 2018 | $1,794,000 | -4.0% | 54,336 | -1.8% | 1.39% | +9.4% |
| Q4 2017 | $1,868,000 | 0.0% | 55,344 | 0.0% | 1.27% | +2.3% |
| Q3 2017 | $1,868,000 | -0.6% | 55,344 | -3.7% | 1.24% | +18.2% |
| Q2 2017 | $1,880,000 | – | 57,457 | – | 1.05% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |