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 ↓ |
|---|---|---|---|
| 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% |