ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $7,305,000 | +31.1% | 247,126 | +33.0% | 0.24% | +24.6% |
| Q3 2016 | $5,570,000 | +19.3% | 185,799 | +14.0% | 0.19% | +13.7% |
| Q2 2016 | $4,668,000 | +3.9% | 163,038 | +5.2% | 0.17% | -11.1% |
| Q1 2016 | $4,494,000 | -6.8% | 155,033 | -7.7% | 0.19% | -13.7% |
| Q4 2015 | $4,823,000 | +228.1% | 167,978 | +221.4% | 0.22% | +90.4% |
| Q3 2015 | $1,470,000 | -22.6% | 52,270 | -11.0% | 0.12% | -14.8% |
| Q2 2015 | $1,900,000 | +7.9% | 58,756 | +12.2% | 0.14% | +9.8% |
| Q1 2015 | $1,761,000 | +49.5% | 52,355 | +49.8% | 0.12% | -3.9% |
| Q4 2014 | $1,178,000 | +49.9% | 34,960 | +59.3% | 0.13% | +34.7% |
| Q3 2014 | $786,000 | -1.8% | 21,952 | +9.4% | 0.10% | -11.2% |
| Q2 2014 | $800,000 | -35.7% | 20,065 | -37.6% | 0.11% | +18.9% |
| Q1 2014 | $1,244,000 | +117.1% | 32,176 | +113.0% | 0.09% | +3.4% |
| Q4 2013 | $573,000 | +2.3% | 15,104 | -2.2% | 0.09% | -11.2% |
| Q3 2013 | $560,000 | +79.5% | 15,449 | +57.6% | 0.10% | +55.6% |
| Q2 2013 | $312,000 | – | 9,805 | – | 0.06% | – |
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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% |