ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $87,000 | -12.1% | 2,700 | -10.0% | 0.02% | -11.8% |
| Q1 2018 | $99,000 | -5.7% | 3,000 | -3.2% | 0.02% | 0.0% |
| Q4 2017 | $105,000 | 0.0% | 3,100 | 0.0% | 0.02% | -10.5% |
| Q3 2017 | $105,000 | +4.0% | 3,100 | 0.0% | 0.02% | +5.6% |
| Q2 2017 | $101,000 | +2.0% | 3,100 | -1.8% | 0.02% | 0.0% |
| Q1 2017 | $99,000 | +7.6% | 3,158 | +1.9% | 0.02% | 0.0% |
| Q4 2016 | $92,000 | -1.1% | 3,100 | 0.0% | 0.02% | -5.3% |
| Q3 2016 | $93,000 | +4.5% | 3,100 | 0.0% | 0.02% | +5.6% |
| Q2 2016 | $89,000 | +2.3% | 3,100 | +3.3% | 0.02% | -5.3% |
| Q1 2016 | $87,000 | -2.2% | 3,000 | -3.2% | 0.02% | -5.0% |
| Q4 2015 | $89,000 | -11.9% | 3,100 | -13.9% | 0.02% | -20.0% |
| Q3 2015 | $101,000 | -46.3% | 3,600 | -37.9% | 0.02% | -40.5% |
| Q2 2015 | $188,000 | -3.6% | 5,800 | 0.0% | 0.04% | -4.5% |
| Q1 2015 | $195,000 | -2.0% | 5,800 | -1.7% | 0.04% | 0.0% |
| Q4 2014 | $199,000 | -68.3% | 5,900 | -66.4% | 0.04% | -69.4% |
| Q3 2014 | $628,000 | -18.2% | 17,550 | -8.8% | 0.14% | -17.2% |
| Q2 2014 | $768,000 | +3.2% | 19,250 | 0.0% | 0.17% | -1.1% |
| Q1 2014 | $744,000 | -13.8% | 19,250 | -15.4% | 0.18% | -14.6% |
| Q4 2013 | $863,000 | +3.7% | 22,750 | -0.9% | 0.21% | -12.7% |
| Q3 2013 | $832,000 | +12.0% | 22,950 | -1.7% | 0.24% | +7.8% |
| Q2 2013 | $743,000 | – | 23,350 | – | 0.22% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |