ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $44,000 | -17.0% | 1,519 | -6.8% | 0.01% | 0.0% |
| Q3 2018 | $53,000 | -15.9% | 1,630 | -17.7% | 0.01% | -23.1% |
| Q2 2018 | $63,000 | -90.3% | 1,980 | -90.0% | 0.01% | -90.7% |
| Q1 2018 | $652,000 | -32.9% | 19,746 | -31.4% | 0.14% | -32.4% |
| Q4 2017 | $972,000 | -1.9% | 28,777 | -2.0% | 0.21% | -24.7% |
| Q3 2017 | $991,000 | -4.0% | 29,355 | -6.9% | 0.28% | -9.8% |
| Q2 2017 | $1,032,000 | +1.7% | 31,526 | -2.2% | 0.30% | -7.9% |
| Q1 2017 | $1,015,000 | +8.8% | 32,249 | +2.2% | 0.33% | +1.8% |
| Q4 2016 | $933,000 | +6.0% | 31,559 | +7.5% | 0.32% | +5.5% |
| Q3 2016 | $880,000 | +12.4% | 29,346 | +7.4% | 0.31% | +3.4% |
| Q2 2016 | $783,000 | +30.1% | 27,333 | +31.7% | 0.30% | +25.2% |
| Q1 2016 | $602,000 | +1443.6% | 20,753 | +4.2% | 0.24% | +1486.7% |
| Q3 2015 | $39,000 | -93.9% | 19,910 | 0.0% | 0.02% | -94.3% |
| Q2 2015 | $644,000 | -3.9% | 19,910 | 0.0% | 0.26% | -1.9% |
| Q1 2015 | $670,000 | -0.1% | 19,910 | 0.0% | 0.27% | -1.8% |
| Q4 2014 | $671,000 | -20.6% | 19,910 | -15.7% | 0.28% | -22.3% |
| Q3 2014 | $845,000 | +20.5% | 23,610 | +34.4% | 0.35% | +13.5% |
| Q2 2014 | $701,000 | +3.2% | 17,568 | 0.0% | 0.31% | +1.0% |
| Q1 2014 | $679,000 | +2.7% | 17,568 | +0.8% | 0.31% | -11.0% |
| Q4 2013 | $661,000 | +5.3% | 17,429 | +0.6% | 0.35% | +10.5% |
| Q3 2013 | $628,000 | -99.9% | 17,323 | +1.3% | 0.31% | +16.3% |
| Q2 2013 | $544,579,000 | – | 17,109 | – | 0.27% | – |
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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% |