ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| 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% |