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 ↓ |
|---|---|---|---|
| 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% |