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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,000 | -9.1% | 23,903 | -5.8% | 0.26% | -10.8% |
| Q2 2023 | $668,000 | +10.8% | 25,383 | +15.8% | 0.30% | +0.3% |
| Q1 2023 | $603,000 | +23.8% | 21,922 | +22.2% | 0.29% | +9.7% |
| Q4 2022 | $487,000 | +725.4% | 17,942 | +878.3% | 0.27% | +470.2% |
| Q2 2018 | $59,000 | +28.3% | 1,834 | +34.6% | 0.05% | +17.5% |
| Q4 2017 | $46,000 | 0.0% | 1,363 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $46,000 | – | 1,363 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |