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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,009,683 | -76.6% | 79,121 | -75.7% | 0.11% | -75.0% |
| Q2 2023 | $8,574,495 | -8.1% | 325,655 | -3.3% | 0.44% | -10.7% |
| Q1 2023 | $9,333,551 | +634.9% | 336,865 | +620.4% | 0.50% | +545.5% |
| Q4 2022 | $1,270,040 | -78.5% | 46,761 | -82.1% | 0.08% | -81.2% |
| Q3 2022 | $5,895,000 | +466.3% | 261,671 | +582.9% | 0.41% | +417.7% |
| Q2 2022 | $1,041,000 | -85.9% | 38,320 | -83.5% | 0.08% | -86.6% |
| Q1 2022 | $7,373,000 | +68.8% | 232,154 | +65.7% | 0.59% | +70.0% |
| Q4 2021 | $4,368,000 | +8.7% | 140,076 | +6.0% | 0.35% | +5.8% |
| Q3 2021 | $4,020,000 | -18.0% | 132,151 | -12.6% | 0.33% | -18.6% |
| Q2 2021 | $4,901,000 | +7.8% | 151,280 | +4.7% | 0.40% | -0.7% |
| Q1 2021 | $4,547,000 | +18088.0% | 144,461 | +17325.9% | 0.41% | +20200.0% |
| Q4 2020 | $25,000 | -78.1% | 829 | -81.9% | 0.00% | -83.3% |
| Q3 2020 | $114,000 | -98.4% | 4,586 | -98.4% | 0.01% | -98.7% |
| Q2 2020 | $7,245,000 | +22.6% | 288,385 | +10.3% | 0.95% | -1.2% |
| Q1 2020 | $5,908,000 | -21.7% | 261,410 | +16.3% | 0.96% | -26.8% |
| Q4 2019 | $7,547,000 | +3.9% | 224,806 | -4.9% | 1.32% | +12.2% |
| Q3 2019 | $7,267,000 | -4.8% | 236,406 | -4.8% | 1.17% | -3.1% |
| Q2 2019 | $7,632,000 | -19.8% | 248,437 | -19.4% | 1.21% | -27.8% |
| Q1 2019 | $9,514,000 | +1.6% | 308,309 | -5.5% | 1.68% | -15.1% |
| Q4 2018 | $9,365,000 | +52.7% | 326,196 | +73.6% | 1.98% | -2.5% |
| Q3 2018 | $6,133,000 | -30.0% | 187,943 | -30.6% | 2.03% | -1.4% |
| Q2 2018 | $8,757,000 | – | 270,655 | – | 2.06% | – |
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% |