ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 393 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $201,000 | -47.7% | 8,912 | -22.2% | 0.03% | -29.3% |
| Q4 2019 | $384,000 | -14.1% | 11,451 | -21.3% | 0.04% | -19.6% |
| Q3 2019 | $447,000 | -1.8% | 14,549 | -1.7% | 0.05% | -3.8% |
| Q2 2019 | $455,000 | +29.3% | 14,799 | +29.9% | 0.05% | +20.5% |
| Q1 2019 | $352,000 | +7.6% | 11,394 | -0.1% | 0.04% | -2.2% |
| Q4 2018 | $327,000 | -66.6% | 11,403 | -62.0% | 0.04% | -58.7% |
| Q3 2018 | $980,000 | +3.8% | 30,035 | +1.2% | 0.11% | -4.4% |
| Q2 2018 | $944,000 | -1.7% | 29,681 | +2.1% | 0.11% | -8.8% |
| Q1 2018 | $960,000 | -15.4% | 29,084 | -13.4% | 0.12% | -19.4% |
| Q4 2017 | $1,135,000 | – | 33,593 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |