ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $314,000 | +9.0% | 10,056 | +6.2% | 0.05% | -5.3% |
| Q3 2021 | $288,000 | -10.8% | 9,465 | -5.1% | 0.06% | -10.9% |
| Q2 2021 | $323,000 | +2.9% | 9,975 | 0.0% | 0.06% | -4.5% |
| Q1 2021 | $314,000 | +6.8% | 9,975 | 0.0% | 0.07% | -2.9% |
| Q4 2020 | $294,000 | -13.0% | 9,975 | -26.5% | 0.07% | -25.8% |
| Q3 2020 | $338,000 | -23.7% | 13,565 | -23.1% | 0.09% | -30.1% |
| Q2 2020 | $443,000 | +11.0% | 17,635 | 0.0% | 0.13% | -2.9% |
| Q1 2020 | $399,000 | -28.5% | 17,635 | +6.1% | 0.14% | +3.0% |
| Q4 2019 | $558,000 | -3.8% | 16,625 | -11.8% | 0.13% | -7.0% |
| Q3 2019 | $580,000 | -0.9% | 18,859 | -0.9% | 0.14% | -4.0% |
| Q2 2019 | $585,000 | -6.8% | 19,030 | -6.4% | 0.15% | -5.1% |
| Q1 2019 | $628,000 | +6.6% | 20,325 | -1.0% | 0.16% | -8.2% |
| Q4 2018 | $589,000 | – | 20,525 | – | 0.17% | – |
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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% |