ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 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 ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |