ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 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 ↓ |
|---|---|---|---|
| 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% |