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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $15,208,000 | +7.6% | 450,472 | +4.2% | 0.09% | +1.1% |
| Q2 2017 | $14,140,000 | +17.9% | 432,146 | +13.4% | 0.09% | +12.5% |
| Q1 2017 | $11,991,000 | +13.1% | 381,157 | +6.3% | 0.08% | +2.6% |
| Q4 2016 | $10,603,000 | +12.1% | 358,687 | +13.7% | 0.08% | +4.0% |
| Q3 2016 | $9,460,000 | +7.2% | 315,533 | +2.4% | 0.08% | +1.4% |
| Q2 2016 | $8,825,000 | +7.4% | 308,259 | +8.8% | 0.07% | +1.4% |
| Q1 2016 | $8,214,000 | +7.2% | 283,353 | +6.2% | 0.07% | 0.0% |
| Q4 2015 | $7,661,000 | -23.3% | 266,837 | -24.9% | 0.07% | -30.5% |
| Q3 2015 | $9,993,000 | -35.6% | 355,250 | -26.0% | 0.10% | -31.8% |
| Q2 2015 | $15,511,000 | -0.5% | 479,774 | +3.6% | 0.15% | -4.9% |
| Q1 2015 | $15,582,000 | +4.4% | 463,202 | +4.6% | 0.16% | -3.0% |
| Q4 2014 | $14,919,000 | +1.9% | 442,841 | +8.2% | 0.17% | -6.2% |
| Q3 2014 | $14,642,000 | +19.4% | 409,109 | +33.0% | 0.18% | +19.5% |
| Q2 2014 | $12,267,000 | +11.5% | 307,516 | +8.0% | 0.15% | -2.0% |
| Q1 2014 | $11,000,000 | -6.5% | 284,679 | -8.2% | 0.15% | -11.1% |
| Q4 2013 | $11,769,000 | +12.1% | 310,191 | +7.2% | 0.17% | +0.6% |
| Q3 2013 | $10,497,000 | +11.7% | 289,481 | -2.0% | 0.17% | +2.4% |
| Q2 2013 | $9,398,000 | – | 295,248 | – | 0.17% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |