ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 392 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,214,544 | +41.8% | 80,034 | +43.7% | 0.03% | +30.4% |
| Q1 2024 | $1,561,774 | +13.1% | 55,697 | +12.9% | 0.02% | 0.0% |
| Q4 2023 | $1,381,160 | -33.4% | 49,345 | -39.6% | 0.02% | -37.8% |
| Q3 2023 | $2,073,567 | +85.8% | 81,636 | +92.6% | 0.04% | +94.7% |
| Q2 2023 | $1,115,802 | +96007.0% | 42,377 | +0.3% | 0.02% | -20.8% |
| Q1 2023 | $1,161 | +4.1% | 42,247 | +2.9% | 0.02% | -20.0% |
| Q4 2022 | $1,115 | -99.9% | 41,037 | -0.2% | 0.03% | 0.0% |
| Q3 2022 | $926,000 | +110.0% | 41,115 | +153.4% | 0.03% | +114.3% |
| Q2 2022 | $441,000 | -62.0% | 16,226 | -55.6% | 0.01% | -60.0% |
| Q1 2022 | $1,161,000 | +2.4% | 36,542 | +0.5% | 0.04% | +2.9% |
| Q4 2021 | $1,134,000 | +49.8% | 36,354 | +46.1% | 0.03% | +36.0% |
| Q3 2021 | $757,000 | +0.9% | 24,890 | +7.5% | 0.02% | -7.4% |
| Q2 2021 | $750,000 | +65.2% | 23,152 | +60.5% | 0.03% | +42.1% |
| Q1 2021 | $454,000 | +25.8% | 14,422 | +17.9% | 0.02% | +11.8% |
| Q4 2020 | $361,000 | +31.3% | 12,235 | +10.9% | 0.02% | 0.0% |
| Q3 2020 | $275,000 | -4.2% | 11,029 | -3.6% | 0.02% | -19.0% |
| Q2 2020 | $287,000 | +7.1% | 11,439 | -3.6% | 0.02% | -16.0% |
| Q1 2020 | $268,000 | -40.4% | 11,862 | -11.5% | 0.02% | -34.2% |
| Q4 2019 | $450,000 | +11.1% | 13,409 | +1.7% | 0.04% | -17.4% |
| Q3 2019 | $405,000 | -27.4% | 13,189 | -34.1% | 0.05% | -37.0% |
| Q2 2019 | $558,000 | +165.7% | 20,014 | +194.4% | 0.07% | +102.8% |
| Q1 2019 | $210,000 | – | 6,799 | – | 0.04% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |