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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $3,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $3,000 | -86.4% | 75 | -90.2% | 0.00% | -85.7% |
| Q2 2016 | $22,000 | 0.0% | 765 | 0.0% | 0.01% | -6.7% |
| Q1 2016 | $22,000 | 0.0% | 765 | 0.0% | 0.02% | 0.0% |
| Q4 2015 | $22,000 | -35.3% | 765 | -37.0% | 0.02% | -34.8% |
| Q3 2015 | $34,000 | -12.8% | 1,215 | 0.0% | 0.02% | -4.2% |
| Q2 2015 | $39,000 | -2.5% | 1,215 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $40,000 | 0.0% | 1,215 | 0.0% | 0.02% | +4.3% |
| Q4 2014 | $40,000 | -25.9% | 1,215 | -19.8% | 0.02% | -28.1% |
| Q3 2014 | $54,000 | -10.0% | 1,515 | 0.0% | 0.03% | -11.1% |
| Q2 2014 | $60,000 | – | 1,515 | – | 0.04% | – |
Download | ||||||
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% |