ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2018 | $202,000 | -2.4% | 6,117 | +0.0% | 0.03% | 0.0% |
| Q4 2017 | $207,000 | +0.5% | 6,114 | +0.0% | 0.03% | 0.0% |
| Q3 2017 | $206,000 | +0.5% | 6,111 | -2.4% | 0.03% | -3.2% |
| Q2 2017 | $205,000 | -2.4% | 6,259 | -5.9% | 0.03% | -8.8% |
| Q1 2017 | $210,000 | +1.0% | 6,654 | -4.3% | 0.03% | -5.6% |
| Q3 2016 | $208,000 | +3.5% | 6,950 | +0.1% | 0.04% | -12.2% |
| Q1 2016 | $201,000 | -52.3% | 6,942 | -53.6% | 0.04% | -58.2% |
| Q3 2015 | $421,000 | -13.0% | 14,975 | 0.0% | 0.10% | -4.9% |
| Q2 2015 | $484,000 | -11.5% | 14,975 | -7.9% | 0.10% | -11.2% |
| Q1 2015 | $547,000 | -50.1% | 16,259 | -50.0% | 0.12% | -1.7% |
| Q4 2014 | $1,096,000 | – | 32,506 | – | 0.12% | – |
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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% |