ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
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 ↓ |
|---|---|---|---|
| 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% |