ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $493,000 | -1.6% | 19,757 | -1.0% | 0.09% | -18.8% |
| Q2 2020 | $501,000 | -46.2% | 19,952 | -51.5% | 0.11% | -54.8% |
| Q1 2020 | $931,000 | -37.8% | 41,175 | -7.7% | 0.25% | -21.8% |
| Q4 2019 | $1,497,000 | -19.7% | 44,598 | -26.4% | 0.32% | -27.6% |
| Q3 2019 | $1,864,000 | +8.7% | 60,627 | +8.6% | 0.44% | +4.5% |
| Q2 2019 | $1,715,000 | +12.8% | 55,827 | +13.3% | 0.42% | -1.4% |
| Q1 2019 | $1,521,000 | – | 49,277 | – | 0.42% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |