ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $331 | -96.9% | 12,586 | -96.8% | 0.01% | -97.5% |
| Q4 2022 | $10,746 | -99.9% | 395,642 | +1.7% | 0.20% | +26.4% |
| Q3 2022 | $8,768,000 | -22.3% | 389,178 | -6.4% | 0.16% | -29.6% |
| Q2 2022 | $11,287,000 | +2.1% | 415,592 | +19.4% | 0.23% | +7.6% |
| Q1 2022 | $11,054,000 | +53.2% | 348,037 | +56.0% | 0.21% | +28.0% |
| Q2 2021 | $7,214,000 | +24.1% | 223,145 | +20.8% | 0.16% | +10.1% |
| Q1 2021 | $5,813,000 | +14.5% | 184,653 | +12.5% | 0.15% | +4.2% |
| Q4 2020 | $5,076,000 | +34.1% | 164,153 | +8.1% | 0.14% | +13.5% |
| Q3 2020 | $3,786,000 | +12.2% | 151,878 | +13.1% | 0.13% | +1.6% |
| Q2 2020 | $3,373,000 | +26.5% | 134,289 | +13.8% | 0.12% | +6.9% |
| Q1 2020 | $2,666,000 | -43.0% | 117,972 | -15.3% | 0.12% | -35.9% |
| Q4 2019 | $4,676,000 | -22.1% | 139,306 | -28.6% | 0.18% | -29.8% |
| Q3 2019 | $6,001,000 | -7.5% | 195,206 | -6.5% | 0.26% | -12.2% |
| Q2 2019 | $6,488,000 | +33.6% | 208,744 | +32.7% | 0.29% | +22.0% |
| Q1 2019 | $4,855,000 | +36.9% | 157,332 | +31.4% | 0.24% | +11.1% |
| Q4 2018 | $3,547,000 | +44.1% | 119,776 | +58.8% | 0.22% | +26.9% |
| Q3 2018 | $2,461,000 | +30.3% | 75,439 | +31.6% | 0.17% | +6.9% |
| Q2 2018 | $1,888,000 | +25.4% | 57,330 | +29.3% | 0.16% | -10.6% |
| Q1 2018 | $1,506,000 | +52.9% | 44,355 | +59.9% | 0.18% | -2.7% |
| Q4 2017 | $985,000 | – | 27,734 | – | 0.18% | – |
Download | ||||||
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% |