ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $335,000 | +72.7% | 11,028 | +83.8% | 0.07% | +57.4% |
| Q2 2021 | $194,000 | +3133.3% | 6,000 | +3091.5% | 0.05% | +2250.0% |
| Q1 2021 | $6,000 | +200.0% | 188 | +88.0% | 0.00% | +100.0% |
| Q1 2020 | $2,000 | +100.0% | 100 | +127.3% | 0.00% | 0.0% |
| Q3 2017 | $1,000 | -87.5% | 44 | -81.8% | 0.00% | -80.0% |
| Q2 2017 | $8,000 | 0.0% | 242 | 0.0% | 0.01% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 242 | -15.4% | 0.01% | 0.0% |
| Q4 2016 | $8,000 | -11.1% | 286 | 0.0% | 0.01% | -16.7% |
| Q3 2016 | $9,000 | – | 286 | – | 0.01% | – |
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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% |