ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
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 ↓ |
|---|---|---|---|
| Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
| Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
| Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
| BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
| WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
| Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |