ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 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% | – |
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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% |