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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |