ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $283,000 | -7.5% | 9,851 | +4.9% | 0.02% | +9.1% |
| Q3 2018 | $306,000 | -0.3% | 9,391 | -2.1% | 0.02% | -4.3% |
| Q2 2018 | $307,000 | 0.0% | 9,588 | +3.2% | 0.02% | -4.2% |
| Q1 2018 | $307,000 | -12.0% | 9,287 | -10.0% | 0.02% | -11.1% |
| Q4 2017 | $349,000 | +12.2% | 10,322 | +12.2% | 0.03% | +8.0% |
| Q3 2017 | $311,000 | +0.3% | 9,197 | -3.1% | 0.02% | 0.0% |
| Q2 2017 | $310,000 | +3.7% | 9,489 | -0.1% | 0.02% | 0.0% |
| Q1 2017 | $299,000 | +9.1% | 9,496 | +2.3% | 0.02% | +8.7% |
| Q4 2016 | $274,000 | +21.2% | 9,284 | +23.0% | 0.02% | +21.1% |
| Q3 2016 | $226,000 | -0.4% | 7,549 | -4.9% | 0.02% | -5.0% |
| Q2 2016 | $227,000 | -8.8% | 7,939 | -7.7% | 0.02% | -4.8% |
| Q1 2016 | $249,000 | +0.8% | 8,601 | -0.2% | 0.02% | +5.0% |
| Q4 2015 | $247,000 | -11.8% | 8,620 | -13.4% | 0.02% | -16.7% |
| Q3 2015 | $280,000 | -8.5% | 9,956 | +5.1% | 0.02% | 0.0% |
| Q2 2015 | $306,000 | -7.6% | 9,476 | -3.8% | 0.02% | -63.1% |
| Q1 2015 | $331,000 | +7.8% | 9,846 | +7.9% | 0.06% | +14.0% |
| Q4 2014 | $307,000 | -9.4% | 9,126 | -3.7% | 0.06% | -13.6% |
| Q3 2014 | $339,000 | +8.3% | 9,481 | +20.9% | 0.07% | +13.8% |
| Q2 2014 | $313,000 | – | 7,839 | – | 0.06% | – |
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% |