ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $60,000 | -11.8% | 1,862 | -9.3% | 0.01% | +30.0% |
| Q1 2018 | $68,000 | +1.5% | 2,054 | +4.2% | 0.01% | +11.1% |
| Q4 2017 | $67,000 | +109.4% | 1,971 | +112.6% | 0.01% | +125.0% |
| Q3 2017 | $32,000 | +23.1% | 927 | +19.2% | 0.00% | 0.0% |
| Q2 2017 | $26,000 | +23.8% | 778 | +16.5% | 0.00% | +33.3% |
| Q1 2017 | $21,000 | -4.5% | 668 | -8.2% | 0.00% | 0.0% |
| Q4 2016 | $22,000 | -79.2% | 728 | -79.2% | 0.00% | -72.7% |
| Q3 2016 | $106,000 | +307.7% | 3,504 | +291.1% | 0.01% | +450.0% |
| Q1 2016 | $26,000 | +1200.0% | 896 | +1257.6% | 0.00% | – |
| Q4 2015 | $2,000 | – | 66 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |