ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $433,000 | -6.9% | 14,250 | -0.6% | 0.03% | -6.5% |
| Q2 2021 | $465,000 | +1.3% | 14,343 | -1.7% | 0.03% | -8.8% |
| Q1 2021 | $459,000 | -1.1% | 14,592 | -7.2% | 0.03% | -5.6% |
| Q4 2020 | $464,000 | +2.9% | 15,732 | -7.2% | 0.04% | -7.7% |
| Q3 2020 | $451,000 | -14.6% | 16,953 | -19.3% | 0.04% | -23.5% |
| Q2 2020 | $528,000 | +12.8% | 21,009 | +1.4% | 0.05% | -5.6% |
| Q1 2020 | $468,000 | -30.6% | 20,719 | +3.1% | 0.05% | -14.3% |
| Q4 2019 | $674,000 | +18.5% | 20,091 | +8.6% | 0.06% | +3.3% |
| Q3 2019 | $569,000 | -6.0% | 18,506 | -6.0% | 0.06% | -3.2% |
| Q2 2019 | $605,000 | -3.8% | 19,688 | -3.5% | 0.06% | -8.7% |
| Q1 2019 | $629,000 | +11.3% | 20,398 | +3.7% | 0.07% | -1.4% |
| Q4 2018 | $565,000 | – | 19,676 | – | 0.07% | – |
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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% |