ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $326,000 | -23.3% | 13,080 | -22.6% | 0.02% | -30.0% |
| Q2 2020 | $425,000 | +1.7% | 16,910 | -8.6% | 0.03% | -11.8% |
| Q1 2020 | $418,000 | -34.0% | 18,510 | -1.9% | 0.03% | -19.0% |
| Q4 2019 | $633,000 | +9.1% | 18,860 | 0.0% | 0.04% | 0.0% |
| Q3 2019 | $580,000 | +0.2% | 18,860 | 0.0% | 0.04% | 0.0% |
| Q2 2019 | $579,000 | -17.6% | 18,860 | -17.2% | 0.04% | -19.2% |
| Q1 2019 | $703,000 | +7.5% | 22,785 | 0.0% | 0.05% | -11.9% |
| Q4 2018 | $654,000 | -12.9% | 22,785 | -1.0% | 0.06% | 0.0% |
| Q3 2018 | $751,000 | +3.9% | 23,015 | +2.0% | 0.06% | -3.3% |
| Q2 2018 | $723,000 | -24.6% | 22,562 | -22.6% | 0.06% | -23.8% |
| Q1 2018 | $959,000 | +12.2% | 29,161 | +15.3% | 0.08% | +15.9% |
| Q4 2017 | $855,000 | +11.0% | 25,294 | +10.8% | 0.07% | +4.5% |
| Q3 2017 | $770,000 | +42.1% | 22,834 | +37.7% | 0.07% | +37.5% |
| Q2 2017 | $542,000 | +40.8% | 16,584 | +35.7% | 0.05% | +41.2% |
| Q1 2017 | $385,000 | +185.2% | 12,219 | +166.4% | 0.03% | +161.5% |
| Q4 2016 | $135,000 | +8.0% | 4,586 | +10.2% | 0.01% | +8.3% |
| Q3 2016 | $125,000 | – | 4,160 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |