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 | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $371,000 | 0.0% | 10,977 | -0.2% | 0.12% | -1.6% |
| Q3 2017 | $371,000 | +6.6% | 11,000 | +3.4% | 0.12% | +3.3% |
| Q2 2017 | $348,000 | -27.0% | 10,636 | -29.9% | 0.12% | -31.2% |
| Q1 2017 | $477,000 | -18.3% | 15,166 | -23.3% | 0.18% | -22.1% |
| Q4 2016 | $584,000 | +81.4% | 19,764 | +84.0% | 0.23% | +79.4% |
| Q3 2016 | $322,000 | +3.5% | 10,740 | -1.2% | 0.13% | -1.6% |
| Q2 2016 | $311,000 | – | 10,866 | – | 0.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |