ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $49,606 | -67.9% | 1,884 | -66.5% | 0.04% | -67.5% |
| Q1 2023 | $154,631 | +100966.0% | 5,625 | 0.0% | 0.12% | +7.9% |
| Q4 2022 | $153 | -99.9% | 5,625 | 0.0% | 0.11% | +16.3% |
| Q3 2022 | $127,000 | -23.5% | 5,625 | -8.2% | 0.10% | -13.3% |
| Q2 2022 | $166,000 | -20.6% | 6,129 | -7.1% | 0.11% | -10.3% |
| Q1 2022 | $209,000 | +1.5% | 6,594 | 0.0% | 0.13% | +0.8% |
| Q4 2021 | $206,000 | +2.5% | 6,594 | 0.0% | 0.12% | -7.4% |
| Q3 2021 | $201,000 | -30.2% | 6,594 | -25.9% | 0.14% | -31.5% |
| Q2 2021 | $288,000 | +8.3% | 8,900 | +5.5% | 0.20% | -3.0% |
| Q1 2021 | $266,000 | +6.8% | 8,435 | 0.0% | 0.20% | -5.1% |
| Q4 2020 | $249,000 | +18.6% | 8,435 | 0.0% | 0.21% | +7.0% |
| Q3 2020 | $210,000 | -58.8% | 8,435 | -58.4% | 0.20% | -63.7% |
| Q2 2020 | $510,000 | -27.6% | 20,300 | -34.9% | 0.55% | -37.9% |
| Q1 2020 | $704,000 | -32.7% | 31,168 | 0.0% | 0.89% | -14.4% |
| Q4 2019 | $1,046,000 | +13.8% | 31,168 | 0.0% | 1.04% | +17.9% |
| Q3 2019 | $919,000 | -1.5% | 31,168 | 0.0% | 0.88% | +0.7% |
| Q2 2019 | $933,000 | +30.7% | 31,168 | +34.7% | 0.87% | +27.8% |
| Q1 2019 | $714,000 | -4.5% | 23,140 | -4.6% | 0.68% | -6.6% |
| Q4 2018 | $748,000 | – | 24,250 | – | 0.73% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |