ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 426 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $259,403 | -4.2% | 9,852 | 0.0% | 0.06% | -8.2% |
| Q1 2023 | $270,831 | +22.0% | 9,852 | 0.0% | 0.06% | -4.7% |
| Q4 2022 | $221,966 | -0.0% | 9,852 | 0.0% | 0.06% | 0.0% |
| Q3 2022 | $222,000 | -17.2% | 9,852 | 0.0% | 0.06% | -12.3% |
| Q2 2022 | $268,000 | -17.3% | 9,852 | -3.6% | 0.07% | -3.9% |
| Q1 2022 | $324,000 | +0.3% | 10,216 | -1.4% | 0.08% | +5.6% |
| Q4 2021 | $323,000 | -37.0% | 10,365 | -38.6% | 0.07% | -41.9% |
| Q3 2021 | $513,000 | -6.2% | 16,877 | 0.0% | 0.12% | -4.6% |
| Q2 2021 | $547,000 | -0.7% | 16,877 | -3.6% | 0.13% | -8.5% |
| Q1 2021 | $551,000 | +6.8% | 17,503 | 0.0% | 0.14% | 0.0% |
| Q4 2020 | $516,000 | +9.3% | 17,503 | -7.2% | 0.14% | +2.9% |
| Q3 2020 | $472,000 | -1.5% | 18,854 | +0.4% | 0.14% | -6.8% |
| Q2 2020 | $479,000 | +13.5% | 18,779 | +0.4% | 0.15% | +13.0% |
| Q1 2020 | $422,000 | +104.9% | 18,708 | +204.5% | 0.13% | +111.3% |
| Q4 2019 | $206,000 | +9.0% | 6,143 | 0.0% | 0.06% | -3.1% |
| Q3 2019 | $189,000 | 0.0% | 6,143 | 0.0% | 0.06% | -8.6% |
| Q2 2019 | $189,000 | – | 6,143 | – | 0.07% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |