ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $6,000 | +20.0% | 196 | +1.0% | 0.00% | 0.0% |
| Q3 2021 | $5,000 | -16.7% | 194 | +2.1% | 0.00% | -50.0% |
| Q2 2021 | $6,000 | -50.0% | 190 | -48.2% | 0.00% | -33.3% |
| Q1 2021 | $12,000 | +9.1% | 367 | +1.7% | 0.00% | 0.0% |
| Q4 2020 | $11,000 | -8.3% | 361 | -28.1% | 0.00% | -25.0% |
| Q3 2020 | $12,000 | 0.0% | 502 | +1.2% | 0.00% | -20.0% |
| Q2 2020 | $12,000 | -29.4% | 496 | -37.2% | 0.01% | -37.5% |
| Q1 2020 | $17,000 | -59.5% | 790 | -37.4% | 0.01% | -42.9% |
| Q4 2019 | $42,000 | +10.5% | 1,262 | +1.1% | 0.01% | 0.0% |
| Q3 2019 | $38,000 | -46.5% | 1,248 | -45.9% | 0.01% | -48.1% |
| Q2 2019 | $71,000 | -75.7% | 2,308 | -75.4% | 0.03% | -77.1% |
| Q1 2019 | $292,000 | -29.5% | 9,376 | -35.1% | 0.12% | -37.6% |
| Q4 2018 | $414,000 | – | 14,447 | – | 0.19% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |