ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 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 ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |