ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 363 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $212,000 | -59.8% | 9,406 | -51.5% | 0.03% | -57.1% |
| Q2 2022 | $527,000 | +149.8% | 19,408 | +192.1% | 0.06% | +215.0% |
| Q1 2022 | $211,000 | +1.9% | 6,645 | -0.1% | 0.02% | 0.0% |
| Q4 2021 | $207,000 | -12.3% | 6,654 | -8.5% | 0.02% | -16.7% |
| Q2 2021 | $236,000 | +0.9% | 7,276 | -2.1% | 0.02% | 0.0% |
| Q1 2021 | $234,000 | -3.3% | 7,433 | -5.3% | 0.02% | -38.5% |
| Q1 2019 | $242,000 | -16.6% | 7,847 | -22.3% | 0.04% | -27.8% |
| Q4 2018 | $290,000 | -53.8% | 10,099 | -47.5% | 0.05% | -47.1% |
| Q3 2018 | $628,000 | -16.6% | 19,249 | -18.1% | 0.10% | -22.1% |
| Q2 2018 | $753,000 | +70.4% | 23,492 | +75.4% | 0.13% | +17.0% |
| Q1 2018 | $442,000 | – | 13,392 | – | 0.11% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |