ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2015 | $1,782,000 | -3.7% | 63,353 | +10.7% | 3.74% | +120.5% |
| Q2 2015 | $1,851,000 | -3.4% | 57,245 | +0.5% | 1.70% | -5.1% |
| Q1 2015 | $1,916,000 | +9.0% | 56,962 | +9.2% | 1.79% | -8.7% |
| Q4 2014 | $1,758,000 | +1.7% | 52,184 | +8.1% | 1.96% | -8.7% |
| Q3 2014 | $1,728,000 | +5.0% | 48,268 | +17.0% | 2.14% | -0.3% |
| Q2 2014 | $1,646,000 | +18.2% | 41,264 | +14.4% | 2.15% | +5.4% |
| Q1 2014 | $1,393,000 | – | 36,058 | – | 2.04% | – |
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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% |