ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |