ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 380 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 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 ↓ |
|---|---|---|---|
| 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% |