ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 251,494 | $7,987,000 | 5.36% |
| Fountainhead AM, LLC | 328,156 | $10,422,000 | 4.63% |
| Kerntke Otto McGlone Wealth Management Group | 43,228 | $1,373,000 | 3.14% |
| Sterling Financial Planning, Inc. | 152,140 | $4,832,000 | 3.04% |
| First National Bank of Hutchinson | 163,677 | $5,199,000 | 3.03% |
| COWA, LLC | 173,456 | $5,512,000 | 2.74% |
| SUMMIT FINANCIAL GROUP, INC. | 210,315 | $7,696,000 | 2.61% |
| FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. | 63,461 | $2,016,000 | 2.25% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,520,000 | 2.16% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,520 | $3,732,000 | 2.00% |