ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $734,000 | +59.2% | 23,123 | +43.7% | 0.07% | -10.4% |
| Q2 2016 | $461,000 | -1.3% | 16,096 | 0.0% | 0.08% | -3.8% |
| Q1 2016 | $467,000 | +1.1% | 16,096 | 0.0% | 0.08% | +12.7% |
| Q4 2015 | $462,000 | +2.0% | 16,096 | 0.0% | 0.07% | +7.6% |
| Q3 2015 | $453,000 | -12.9% | 16,096 | 0.0% | 0.07% | +3.1% |
| Q2 2015 | $520,000 | -3.9% | 16,096 | 0.0% | 0.06% | -12.3% |
| Q1 2015 | $541,000 | -0.2% | 16,096 | 0.0% | 0.07% | 0.0% |
| Q4 2014 | $542,000 | -5.9% | 16,096 | 0.0% | 0.07% | -16.1% |
| Q3 2014 | $576,000 | -12.7% | 16,096 | -2.7% | 0.09% | -13.9% |
| Q2 2014 | $660,000 | +3.3% | 16,546 | 0.0% | 0.10% | -3.8% |
| Q1 2014 | $639,000 | +4.6% | 16,546 | +2.8% | 0.10% | -4.5% |
| Q4 2013 | $611,000 | +4.6% | 16,096 | 0.0% | 0.11% | -6.8% |
| Q3 2013 | $584,000 | +14.1% | 16,096 | 0.0% | 0.12% | +18.0% |
| Q2 2013 | $512,000 | – | 16,096 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |