ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $145,550 | +20.3% | 5,359 | 0.0% | 0.04% | +38.5% |
| Q3 2022 | $121,000 | -17.1% | 5,359 | 0.0% | 0.03% | -18.8% |
| Q2 2022 | $146,000 | -14.6% | 5,359 | -0.3% | 0.03% | +18.5% |
| Q1 2022 | $171,000 | +1.8% | 5,375 | -0.3% | 0.03% | +12.5% |
| Q4 2021 | $168,000 | +3.1% | 5,391 | +0.6% | 0.02% | 0.0% |
| Q3 2021 | $163,000 | -6.3% | 5,359 | -0.3% | 0.02% | -4.0% |
| Q2 2021 | $174,000 | -10.8% | 5,374 | -13.1% | 0.02% | -21.9% |
| Q1 2021 | $195,000 | -20.7% | 6,187 | -35.1% | 0.03% | -31.9% |
| Q3 2020 | $246,000 | +1.2% | 9,533 | +1.5% | 0.05% | -11.3% |
| Q2 2020 | $243,000 | +11.0% | 9,395 | +1.0% | 0.05% | -7.0% |
| Q1 2020 | $219,000 | +3.3% | 9,298 | +48.1% | 0.06% | -3.4% |
| Q4 2019 | $212,000 | -10.5% | 6,280 | -16.3% | 0.06% | -41.6% |
| Q1 2019 | $237,000 | +1.3% | 7,501 | 0.0% | 0.10% | -16.5% |
| Q4 2018 | $234,000 | -23.0% | 7,501 | -23.7% | 0.12% | -28.8% |
| Q3 2018 | $304,000 | -30.6% | 9,836 | -28.0% | 0.17% | -33.3% |
| Q2 2018 | $438,000 | -2.9% | 13,669 | 0.0% | 0.26% | -13.3% |
| Q1 2018 | $451,000 | -2.4% | 13,669 | 0.0% | 0.29% | -1.0% |
| Q4 2017 | $462,000 | – | 13,669 | – | 0.30% | – |
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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% |