ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $1,414,000 | -80.9% | 56,281 | -82.8% | 3.40% | -61.7% |
| Q1 2020 | $7,393,000 | -31.0% | 327,116 | +2.6% | 8.89% | -14.5% |
| Q4 2019 | $10,707,000 | +9.8% | 318,937 | +0.5% | 10.40% | +1.0% |
| Q3 2019 | $9,755,000 | -3.1% | 317,330 | -3.1% | 10.29% | +3.7% |
| Q2 2019 | $10,062,000 | +8.5% | 327,554 | +9.0% | 9.92% | -0.8% |
| Q1 2019 | $9,271,000 | +38.3% | 300,428 | +28.7% | 10.00% | +24.1% |
| Q4 2018 | $6,704,000 | -35.1% | 233,512 | -26.2% | 8.06% | -22.9% |
| Q3 2018 | $10,324,000 | -0.6% | 316,382 | -2.3% | 10.46% | -3.1% |
| Q2 2018 | $10,383,000 | +2.1% | 323,973 | +5.1% | 10.79% | +14.7% |
| Q1 2018 | $10,172,000 | -3.3% | 308,147 | -1.1% | 9.40% | -2.3% |
| Q4 2017 | $10,523,000 | – | 311,424 | – | 9.62% | – |
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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% |