ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $23,000 | +15.0% | 924 | +2.2% | 0.01% | 0.0% |
| Q1 2020 | $20,000 | -33.3% | 904 | 0.0% | 0.01% | -16.7% |
| Q4 2019 | $30,000 | +7.1% | 904 | +0.9% | 0.01% | -14.3% |
| Q3 2019 | $28,000 | 0.0% | 896 | 0.0% | 0.01% | +40.0% |
| Q2 2019 | $28,000 | +3.7% | 896 | +1.0% | 0.01% | 0.0% |
| Q1 2019 | $27,000 | +8.0% | 887 | +0.6% | 0.01% | 0.0% |
| Q4 2018 | $25,000 | -10.7% | 882 | +1.1% | 0.01% | 0.0% |
| Q3 2018 | $28,000 | 0.0% | 872 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $28,000 | -3.4% | 872 | +0.8% | 0.01% | -16.7% |
| Q1 2018 | $29,000 | 0.0% | 865 | +0.3% | 0.01% | +20.0% |
| Q4 2017 | $29,000 | 0.0% | 862 | +0.8% | 0.01% | 0.0% |
| Q3 2017 | $29,000 | +141.7% | 855 | +140.8% | 0.01% | +150.0% |
| Q2 2017 | $12,000 | +9.1% | 355 | +1.7% | 0.00% | 0.0% |
| Q1 2017 | $11,000 | +10.0% | 349 | +0.9% | 0.00% | 0.0% |
| Q4 2016 | $10,000 | 0.0% | 346 | +1.8% | 0.00% | -33.3% |
| Q3 2016 | $10,000 | -94.4% | 340 | -93.8% | 0.00% | -95.3% |
| Q2 2015 | $177,000 | -13.7% | 5,487 | -9.8% | 0.06% | -19.0% |
| Q1 2015 | $205,000 | +49.6% | 6,085 | +49.6% | 0.08% | +31.7% |
| Q4 2014 | $137,000 | +407.4% | 4,067 | +435.1% | 0.06% | +361.5% |
| Q3 2014 | $27,000 | -10.0% | 760 | 0.0% | 0.01% | -7.1% |
| Q2 2014 | $30,000 | – | 760 | +10757.1% | 0.01% | – |
| Q3 2013 | $0 | – | 7 | – | 0.00% | – |
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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% |