ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 426 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,188,869 | -12.6% | 42,966 | -11.5% | 0.31% | -15.2% |
| Q1 2024 | $1,360,837 | -10.6% | 48,532 | -10.7% | 0.36% | -23.4% |
| Q4 2023 | $1,521,424 | -6.5% | 54,356 | -15.1% | 0.47% | -13.3% |
| Q3 2023 | $1,626,767 | -17.9% | 64,046 | -14.9% | 0.54% | -15.6% |
| Q2 2023 | $1,980,516 | -29.1% | 75,219 | -26.0% | 0.64% | -36.1% |
| Q1 2023 | $2,793,423 | -1.6% | 101,616 | -2.7% | 1.01% | -4.5% |
| Q4 2022 | $2,837,405 | +19.5% | 104,470 | -0.9% | 1.06% | +6.2% |
| Q3 2022 | $2,374,000 | -26.0% | 105,367 | -10.9% | 0.99% | -17.0% |
| Q2 2022 | $3,210,000 | -13.5% | 118,203 | +1.2% | 1.20% | +0.8% |
| Q1 2022 | $3,710,000 | +6.6% | 116,783 | +4.6% | 1.19% | +5.7% |
| Q4 2021 | $3,480,000 | +1.7% | 111,614 | -0.8% | 1.12% | -8.9% |
| Q3 2021 | $3,423,000 | -1.8% | 112,525 | +4.6% | 1.23% | +0.8% |
| Q2 2021 | $3,487,000 | +10.5% | 107,605 | +7.4% | 1.22% | -1.5% |
| Q1 2021 | $3,155,000 | -3.3% | 100,227 | -9.4% | 1.24% | -12.3% |
| Q4 2020 | $3,261,000 | +23.6% | 110,656 | +4.6% | 1.42% | +14.9% |
| Q3 2020 | $2,638,000 | -34.1% | 105,827 | -33.6% | 1.23% | -34.8% |
| Q2 2020 | $4,004,000 | +23.5% | 159,383 | +11.1% | 1.89% | -3.3% |
| Q1 2020 | $3,243,000 | -2.6% | 143,464 | +44.7% | 1.96% | +9.0% |
| Q4 2019 | $3,328,000 | +19.5% | 99,145 | +9.5% | 1.79% | +8.3% |
| Q3 2019 | $2,784,000 | -1.7% | 90,574 | -1.7% | 1.66% | -4.3% |
| Q2 2019 | $2,832,000 | +8.7% | 92,187 | +9.2% | 1.73% | +6.2% |
| Q1 2019 | $2,605,000 | +12.8% | 84,397 | +4.9% | 1.63% | +0.5% |
| Q4 2018 | $2,310,000 | -1.7% | 80,467 | +11.7% | 1.62% | +4.0% |
| Q3 2018 | $2,350,000 | – | 72,020 | – | 1.56% | – |
Download | ||||||
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% |