ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $59,000 | -50.4% | 1,810 | -52.2% | 0.02% | -41.5% |
| Q1 2017 | $119,000 | -69.1% | 3,785 | -71.0% | 0.04% | -67.7% |
| Q4 2016 | $385,000 | -29.9% | 13,030 | -28.9% | 0.13% | -26.2% |
| Q3 2016 | $549,000 | +0.7% | 18,325 | -3.8% | 0.17% | 0.0% |
| Q2 2016 | $545,000 | -8.2% | 19,050 | -7.0% | 0.17% | +3.6% |
| Q1 2016 | $594,000 | -7.0% | 20,480 | -8.0% | 0.17% | -12.6% |
| Q4 2015 | $639,000 | -12.5% | 22,255 | -1.4% | 0.19% | +30.1% |
| Q2 2015 | $730,000 | -43.7% | 22,572 | -41.4% | 0.15% | -44.9% |
| Q1 2015 | $1,296,000 | – | 38,512 | – | 0.26% | – |
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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% |