ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $497,000 | +7.6% | 16,096 | 0.0% | 0.04% | -10.2% |
| Q4 2018 | $462,000 | -12.0% | 16,096 | 0.0% | 0.05% | +14.0% |
| Q3 2018 | $525,000 | +1.7% | 16,096 | 0.0% | 0.04% | -6.5% |
| Q2 2018 | $516,000 | -5.1% | 16,096 | 0.0% | 0.05% | +7.0% |
| Q4 2017 | $544,000 | +0.2% | 16,096 | 0.0% | 0.04% | -4.4% |
| Q3 2017 | $543,000 | +3.0% | 16,096 | 0.0% | 0.04% | 0.0% |
| Q2 2017 | $527,000 | +4.2% | 16,096 | 0.0% | 0.04% | +7.1% |
| Q1 2017 | $506,000 | +6.3% | 16,096 | 0.0% | 0.04% | +10.5% |
| Q4 2016 | $476,000 | -1.4% | 16,096 | 0.0% | 0.04% | -9.5% |
| Q3 2016 | $483,000 | – | 16,096 | – | 0.04% | – |
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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% |