ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $204,000 | -3.8% | 6,550 | 0.0% | 0.00% | 0.0% |
| Q2 2021 | $212,000 | +2.9% | 6,550 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $206,000 | -5.9% | 6,550 | -25.3% | 0.00% | -20.0% |
| Q3 2020 | $219,000 | -0.5% | 8,769 | 0.0% | 0.01% | 0.0% |
| Q2 2020 | $220,000 | -40.9% | 8,769 | -21.0% | 0.01% | -37.5% |
| Q4 2019 | $372,000 | +22.4% | 11,094 | +12.3% | 0.01% | +14.3% |
| Q3 2019 | $304,000 | -33.8% | 9,882 | -33.8% | 0.01% | -36.4% |
| Q2 2019 | $459,000 | -1.3% | 14,932 | -1.0% | 0.01% | 0.0% |
| Q1 2019 | $465,000 | +11.0% | 15,082 | +3.4% | 0.01% | 0.0% |
| Q4 2018 | $419,000 | +4.8% | 14,582 | +19.0% | 0.01% | +37.5% |
| Q3 2018 | $400,000 | – | 12,257 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |