ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $1,050,000 | +13.1% | 31,283 | +3.6% | 0.91% | +3.4% |
| Q3 2019 | $928,000 | +17.2% | 30,184 | +16.6% | 0.88% | +20.9% |
| Q2 2019 | $792,000 | -3.5% | 25,889 | -2.7% | 0.73% | +1.8% |
| Q1 2019 | $821,000 | -1.6% | 26,601 | -8.5% | 0.71% | -9.2% |
| Q4 2018 | $834,000 | -10.5% | 29,065 | +1.8% | 0.78% | +7.5% |
| Q3 2018 | $932,000 | +2.1% | 28,556 | +0.3% | 0.73% | -1.6% |
| Q2 2018 | $913,000 | -0.2% | 28,479 | +2.8% | 0.74% | -3.0% |
| Q1 2018 | $915,000 | -0.4% | 27,701 | +1.8% | 0.76% | -2.7% |
| Q4 2017 | $919,000 | – | 27,212 | – | 0.79% | – |
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% |