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 | $332,655 | -39.3% | 13,097 | -37.1% | 0.09% | -33.1% |
| Q2 2023 | $547,996 | -2.1% | 20,813 | +2.2% | 0.13% | -9.7% |
| Q1 2023 | $559,595 | +3.2% | 20,356 | +1.9% | 0.14% | -5.9% |
| Q4 2022 | $542,479 | +20.0% | 19,973 | -0.4% | 0.15% | +5.5% |
| Q3 2022 | $451,903 | -17.8% | 20,058 | -0.9% | 0.14% | -15.7% |
| Q2 2022 | $550,000 | -18.4% | 20,240 | -4.6% | 0.17% | -1.7% |
| Q1 2022 | $674,000 | +0.4% | 21,207 | -1.4% | 0.18% | +1.7% |
| Q4 2021 | $671,000 | -37.2% | 21,510 | -38.8% | 0.17% | -46.4% |
| Q3 2021 | $1,069,000 | -7.5% | 35,134 | -1.5% | 0.32% | -3.9% |
| Q2 2021 | $1,156,000 | +3.5% | 35,672 | +0.5% | 0.33% | -13.7% |
| Q1 2021 | $1,117,000 | +5.1% | 35,478 | -1.6% | 0.39% | +2.9% |
| Q4 2020 | $1,063,000 | +22.0% | 36,066 | +3.2% | 0.38% | +9.9% |
| Q3 2020 | $871,000 | +1.6% | 34,938 | +2.4% | 0.34% | -10.5% |
| Q2 2020 | $857,000 | +14.3% | 34,125 | +2.9% | 0.38% | -8.4% |
| Q1 2020 | $750,000 | -33.1% | 33,177 | -0.6% | 0.42% | -12.4% |
| Q4 2019 | $1,121,000 | +11.7% | 33,391 | +2.3% | 0.48% | +7.4% |
| Q3 2019 | $1,004,000 | +3.9% | 32,648 | +3.8% | 0.44% | -0.4% |
| Q2 2019 | $966,000 | +2.0% | 31,441 | +2.4% | 0.44% | -3.5% |
| Q1 2019 | $947,000 | +8.5% | 30,695 | +1.0% | 0.46% | -13.0% |
| Q4 2018 | $873,000 | – | 30,405 | – | 0.53% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |