ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,645,000 | +834.7% | 50,407 | +819.2% | 0.01% | +500.0% |
| Q2 2018 | $176,000 | -76.4% | 5,484 | -75.9% | 0.00% | -71.4% |
| Q2 2017 | $746,000 | -39.3% | 22,799 | -45.2% | 0.01% | -30.0% |
| Q4 2016 | $1,230,000 | +161.1% | 41,610 | +153.1% | 0.01% | +233.3% |
| Q2 2016 | $471,000 | +100.4% | 16,442 | +102.8% | 0.00% | +50.0% |
| Q1 2016 | $235,000 | -80.4% | 8,107 | -81.0% | 0.00% | -71.4% |
| Q3 2015 | $1,199,000 | +203.5% | 42,614 | +249.2% | 0.01% | +133.3% |
| Q2 2015 | $395,000 | -92.7% | 12,204 | -91.9% | 0.00% | -90.6% |
| Q3 2014 | $5,376,000 | +198.5% | 150,200 | +232.8% | 0.03% | +220.0% |
| Q2 2014 | $1,801,000 | – | 45,137 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |