ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 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 ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |