ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $32,316,000 | -10.2% | 1,093,226 | -8.9% | 0.04% | -15.9% |
| Q3 2016 | $35,991,000 | +2.9% | 1,200,500 | -1.7% | 0.04% | 0.0% |
| Q2 2016 | $34,982,000 | +0.8% | 1,221,856 | +2.1% | 0.04% | -2.2% |
| Q1 2016 | $34,689,000 | +27.5% | 1,196,576 | +26.2% | 0.04% | +28.6% |
| Q4 2015 | $27,215,000 | -15.6% | 947,927 | -17.3% | 0.04% | -20.5% |
| Q3 2015 | $32,246,000 | -14.4% | 1,146,333 | -1.7% | 0.04% | -6.4% |
| Q2 2015 | $37,685,000 | -17.3% | 1,165,643 | -13.9% | 0.05% | -21.7% |
| Q1 2015 | $45,559,000 | +60.7% | 1,354,318 | +61.0% | 0.06% | +57.9% |
| Q4 2014 | $28,345,000 | -35.6% | 841,338 | -31.6% | 0.04% | -37.7% |
| Q3 2014 | $44,018,000 | +2.1% | 1,229,885 | +13.8% | 0.06% | +5.2% |
| Q2 2014 | $43,119,000 | +56.3% | 1,080,947 | +51.4% | 0.06% | +45.0% |
| Q1 2014 | $27,586,000 | -10.5% | 713,920 | -12.2% | 0.04% | -13.0% |
| Q4 2013 | $30,836,000 | +78.4% | 812,768 | +70.5% | 0.05% | +58.6% |
| Q3 2013 | $17,280,000 | +21.8% | 476,562 | +7.0% | 0.03% | +16.0% |
| Q2 2013 | $14,182,000 | – | 445,556 | – | 0.02% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |