ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,924,000 | +5.8% | 58,967 | +4.0% | 0.55% | +14.7% |
| Q2 2018 | $1,818,000 | +1.3% | 56,712 | +4.4% | 0.48% | -4.8% |
| Q1 2018 | $1,794,000 | -3.4% | 54,346 | -1.1% | 0.50% | +3.1% |
| Q4 2017 | $1,857,000 | +2.9% | 54,956 | +2.9% | 0.48% | -1.4% |
| Q3 2017 | $1,804,000 | -49.9% | 53,431 | -51.5% | 0.49% | -0.2% |
| Q2 2017 | $3,602,000 | +108.8% | 110,112 | +100.8% | 0.49% | -43.1% |
| Q1 2017 | $1,725,000 | +10.4% | 54,842 | +3.8% | 0.87% | -17.0% |
| Q4 2016 | $1,562,000 | -8.4% | 52,840 | -7.2% | 1.04% | -4.5% |
| Q3 2016 | $1,706,000 | +7.1% | 56,913 | +2.3% | 1.09% | +18.6% |
| Q2 2016 | $1,593,000 | -5.0% | 55,637 | -3.8% | 0.92% | -25.2% |
| Q1 2016 | $1,676,000 | +13.3% | 57,815 | +12.3% | 1.23% | +15.6% |
| Q4 2015 | $1,479,000 | – | 51,500 | – | 1.07% | – |
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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% |