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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $312,000 | +12.6% | 9,305 | +3.4% | 0.01% | +10.0% |
| Q3 2019 | $277,000 | +0.4% | 8,995 | 0.0% | 0.01% | -9.1% |
| Q2 2019 | $276,000 | -9.8% | 8,995 | -9.2% | 0.01% | 0.0% |
| Q1 2019 | $306,000 | +15.0% | 9,910 | +6.8% | 0.01% | -15.4% |
| Q4 2018 | $266,000 | -24.2% | 9,275 | -13.7% | 0.01% | +8.3% |
| Q3 2018 | $351,000 | -3.6% | 10,750 | -5.4% | 0.01% | -7.7% |
| Q2 2018 | $364,000 | -2.9% | 11,360 | 0.0% | 0.01% | -7.1% |
| Q1 2018 | $375,000 | -6.2% | 11,360 | 0.0% | 0.01% | 0.0% |
| Q4 2017 | $400,000 | +23.5% | 11,360 | +18.5% | 0.01% | +7.7% |
| Q3 2017 | $324,000 | +6.6% | 9,585 | +3.2% | 0.01% | +8.3% |
| Q2 2017 | $304,000 | +5.9% | 9,285 | +1.8% | 0.01% | +9.1% |
| Q1 2017 | $287,000 | +6.3% | 9,125 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $270,000 | -4.9% | 9,125 | -3.6% | 0.01% | -8.3% |
| Q3 2016 | $284,000 | -11.2% | 9,465 | -15.2% | 0.01% | -14.3% |
| Q2 2016 | $320,000 | -3.6% | 11,165 | -2.6% | 0.01% | -6.7% |
| Q1 2016 | $332,000 | +3.8% | 11,460 | +2.9% | 0.02% | 0.0% |
| Q4 2015 | $320,000 | – | 11,135 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |