ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2018 | $205,000 | -1.9% | 6,200 | 0.0% | 0.01% | -9.1% |
Q4 2017 | $209,000 | -51.6% | 6,200 | -53.0% | 0.01% | -57.7% |
Q2 2017 | $432,000 | +4.1% | 13,200 | 0.0% | 0.03% | 0.0% |
Q1 2017 | $415,000 | +6.4% | 13,200 | 0.0% | 0.03% | 0.0% |
Q4 2016 | $390,000 | +6.6% | 13,200 | +8.2% | 0.03% | +4.0% |
Q3 2016 | $366,000 | +4.9% | 12,200 | 0.0% | 0.02% | 0.0% |
Q2 2016 | $349,000 | -4.4% | 12,200 | -3.2% | 0.02% | -3.8% |
Q1 2016 | $365,000 | -10.5% | 12,600 | -11.3% | 0.03% | -13.3% |
Q4 2015 | $408,000 | -4.7% | 14,200 | -6.6% | 0.03% | -11.8% |
Q3 2015 | $428,000 | -16.2% | 15,200 | 0.0% | 0.03% | -15.0% |
Q2 2015 | $511,000 | 0.0% | 15,200 | 0.0% | 0.04% | 0.0% |
Q1 2015 | $511,000 | – | 15,200 | – | 0.04% | – |
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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% |