ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $10,312 | +7.0% | 406 | +10.9% | 0.00% | 0.0% |
Q2 2023 | $9,637 | +7.1% | 366 | +22.0% | 0.00% | 0.0% |
Q4 2021 | $9,000 | 0.0% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $9,000 | -10.0% | 300 | 0.0% | 0.00% | -20.0% |
Q2 2021 | $10,000 | +11.1% | 300 | 0.0% | 0.01% | +25.0% |
Q1 2021 | $9,000 | +12.5% | 300 | 0.0% | 0.00% | 0.0% |
Q4 2020 | $8,000 | +14.3% | 300 | 0.0% | 0.00% | 0.0% |
Q3 2020 | $7,000 | -12.5% | 300 | 0.0% | 0.00% | -20.0% |
Q2 2020 | $8,000 | -95.2% | 300 | -94.0% | 0.01% | -95.4% |
Q4 2019 | $168,000 | – | 5,010 | – | 0.11% | – |
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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% |