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 | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $847,000 | -90.0% | 27,565 | -90.0% | 0.04% | -90.8% |
| Q1 2019 | $8,471,000 | +64.4% | 274,505 | +75.8% | 0.40% | +74.5% |
| Q1 2018 | $5,153,000 | -2.3% | 156,118 | 0.0% | 0.23% | -54.2% |
| Q4 2017 | $5,275,000 | -27.8% | 156,118 | -27.9% | 0.50% | -17.9% |
| Q3 2017 | $7,307,000 | +3.2% | 216,440 | 0.0% | 0.61% | -29.4% |
| Q2 2017 | $7,082,000 | +4.0% | 216,440 | 0.0% | 0.87% | -22.1% |
| Q1 2017 | $6,809,000 | +70.7% | 216,440 | +60.4% | 1.12% | +10.8% |
| Q4 2016 | $3,988,000 | +81.6% | 134,922 | +84.2% | 1.01% | +57.7% |
| Q3 2016 | $2,196,000 | +43.5% | 73,262 | +37.1% | 0.64% | -15.3% |
| Q2 2016 | $1,530,000 | – | 53,437 | – | 0.75% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |