ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2021 | $13,000 | 0.0% | 400 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $13,000 | +30.0% | 400 | 0.0% | 0.00% | -50.0% |
| Q3 2020 | $10,000 | 0.0% | 400 | 0.0% | 0.00% | -20.0% |
| Q2 2020 | $10,000 | +11.1% | 400 | 0.0% | 0.01% | -16.7% |
| Q1 2020 | $9,000 | -30.8% | 400 | -7.4% | 0.01% | -14.3% |
| Q3 2019 | $13,000 | 0.0% | 432 | 0.0% | 0.01% | -12.5% |
| Q2 2019 | $13,000 | 0.0% | 432 | 0.0% | 0.01% | +14.3% |
| Q1 2019 | $13,000 | +8.3% | 432 | 0.0% | 0.01% | -12.5% |
| Q4 2018 | $12,000 | -64.7% | 432 | -58.1% | 0.01% | -57.9% |
| Q3 2018 | $34,000 | +142.9% | 1,032 | +138.9% | 0.02% | +111.1% |
| Q2 2018 | $14,000 | -53.3% | 432 | -51.7% | 0.01% | -52.6% |
| Q1 2018 | $30,000 | -14.3% | 894 | -13.8% | 0.02% | -9.5% |
| Q4 2017 | $35,000 | – | 1,037 | – | 0.02% | – |
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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% |