ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,940,314 | -3.9% | 115,760 | -0.4% | 1.89% | -1.2% |
| Q2 2023 | $3,060,275 | -4.0% | 116,228 | +0.2% | 1.91% | -3.4% |
| Q1 2023 | $3,189,278 | +0.2% | 116,016 | -1.0% | 1.98% | -0.9% |
| Q4 2022 | $3,182,964 | +14.5% | 117,193 | -5.0% | 2.00% | +3.3% |
| Q3 2022 | $2,780,000 | -14.0% | 123,371 | +3.7% | 1.93% | -7.6% |
| Q2 2022 | $3,231,000 | -13.4% | 118,975 | +1.2% | 2.09% | +4.4% |
| Q1 2022 | $3,732,000 | +2.1% | 117,520 | +0.2% | 2.00% | +2.9% |
| Q4 2021 | $3,655,000 | +3.4% | 117,228 | +0.9% | 1.95% | -4.7% |
| Q3 2021 | $3,534,000 | -6.5% | 116,166 | -0.4% | 2.04% | -3.1% |
| Q2 2021 | $3,779,000 | +5.7% | 116,642 | +2.7% | 2.11% | +1.3% |
| Q1 2021 | $3,575,000 | +6.0% | 113,549 | -0.8% | 2.08% | -7.3% |
| Q4 2020 | $3,373,000 | +11.7% | 114,441 | -5.5% | 2.25% | +1.8% |
| Q3 2020 | $3,020,000 | -1.3% | 121,144 | -0.6% | 2.21% | -2.2% |
| Q2 2020 | $3,061,000 | +12.5% | 121,845 | +1.2% | 2.26% | -6.2% |
| Q1 2020 | $2,722,000 | -34.3% | 120,447 | -2.4% | 2.40% | -12.8% |
| Q4 2019 | $4,142,000 | +17.8% | 123,391 | +7.9% | 2.76% | +10.6% |
| Q3 2019 | $3,516,000 | +1.8% | 114,384 | +1.7% | 2.49% | +1.3% |
| Q2 2019 | $3,455,000 | +0.5% | 112,451 | +0.9% | 2.46% | +4.1% |
| Q1 2019 | $3,438,000 | +7.2% | 111,406 | -0.2% | 2.36% | -3.5% |
| Q4 2018 | $3,206,000 | -15.0% | 111,666 | -3.4% | 2.45% | -8.1% |
| Q3 2018 | $3,772,000 | +11.1% | 115,585 | +9.1% | 2.66% | +5.1% |
| Q2 2018 | $3,394,000 | +0.2% | 105,902 | +3.2% | 2.54% | -3.6% |
| Q1 2018 | $3,387,000 | -1.6% | 102,599 | +0.7% | 2.63% | +2.7% |
| Q4 2017 | $3,443,000 | – | 101,883 | – | 2.56% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |