ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $237 | -3.7% | 9 | 0.0% | 0.00% | – |
| Q2 2023 | $246 | -1.6% | 9 | 0.0% | 0.00% | – |
| Q1 2023 | $250 | -99.7% | 9 | -99.8% | 0.00% | -100.0% |
| Q2 2020 | $98,000 | +11.4% | 3,897 | 0.0% | 0.05% | -9.4% |
| Q1 2020 | $88,000 | -32.8% | 3,897 | 0.0% | 0.05% | -7.0% |
| Q4 2019 | $131,000 | +9.2% | 3,897 | 0.0% | 0.06% | +3.6% |
| Q3 2019 | $120,000 | +6.2% | 3,897 | +6.0% | 0.06% | +48.6% |
| Q2 2019 | $113,000 | 0.0% | 3,677 | 0.0% | 0.04% | +2.8% |
| Q1 2019 | $113,000 | +17.7% | 3,677 | +9.4% | 0.04% | +20.0% |
| Q4 2018 | $96,000 | -28.9% | 3,361 | -18.7% | 0.03% | -73.7% |
| Q3 2018 | $135,000 | +26.2% | 4,134 | +23.9% | 0.11% | +15.2% |
| Q2 2018 | $107,000 | -4.5% | 3,336 | -1.7% | 0.10% | -10.0% |
| Q1 2018 | $112,000 | -1.8% | 3,392 | +0.2% | 0.11% | -1.8% |
| Q4 2017 | $114,000 | – | 3,384 | – | 0.11% | – |
Download | ||||||
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% |