ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $221,000 | -49.9% | 9,780 | -25.5% | 0.05% | -39.8% |
| Q4 2019 | $441,000 | -4.3% | 13,127 | -12.5% | 0.09% | -10.2% |
| Q3 2019 | $461,000 | -5.7% | 14,998 | -5.7% | 0.10% | -11.7% |
| Q2 2019 | $489,000 | -0.4% | 15,906 | 0.0% | 0.11% | -6.7% |
| Q1 2019 | $491,000 | +7.4% | 15,906 | 0.0% | 0.12% | -2.5% |
| Q4 2018 | $457,000 | -37.8% | 15,906 | -29.4% | 0.12% | -35.4% |
| Q3 2018 | $735,000 | -3.9% | 22,538 | -5.6% | 0.19% | -8.3% |
| Q2 2018 | $765,000 | -6.7% | 23,883 | -3.9% | 0.21% | -7.6% |
| Q1 2018 | $820,000 | -22.9% | 24,850 | -21.0% | 0.22% | -23.1% |
| Q4 2017 | $1,063,000 | -15.9% | 31,460 | -16.0% | 0.29% | -19.7% |
| Q3 2017 | $1,264,000 | -16.2% | 37,445 | -18.8% | 0.36% | -20.3% |
| Q2 2017 | $1,508,000 | -94.5% | 46,088 | -94.7% | 0.45% | -94.6% |
| Q1 2017 | $27,459,000 | +7.5% | 872,808 | +1.0% | 8.35% | +2.2% |
| Q4 2016 | $25,546,000 | +0.1% | 864,194 | +1.5% | 8.17% | -1.1% |
| Q3 2016 | $25,528,000 | +1.6% | 851,486 | -3.0% | 8.26% | -3.1% |
| Q2 2016 | $25,130,000 | +1.3% | 877,754 | +2.6% | 8.52% | -3.0% |
| Q1 2016 | $24,807,000 | +5.2% | 855,705 | +4.2% | 8.78% | +0.8% |
| Q4 2015 | $23,582,000 | +17.6% | 821,389 | +15.2% | 8.71% | -0.9% |
| Q3 2015 | $20,049,000 | -2.1% | 712,725 | +12.5% | 8.80% | +5.0% |
| Q2 2015 | $20,478,000 | +0.4% | 633,406 | +4.5% | 8.38% | +3.1% |
| Q1 2015 | $20,391,000 | +3.2% | 606,145 | +3.3% | 8.12% | +33.3% |
| Q4 2014 | $19,766,000 | -15.5% | 586,701 | -10.3% | 6.09% | -16.5% |
| Q3 2014 | $23,400,000 | -6.9% | 653,811 | +3.8% | 7.30% | -4.1% |
| Q2 2014 | $25,130,000 | +6.0% | 629,980 | +2.7% | 7.61% | -0.6% |
| Q1 2014 | $23,705,000 | +110.2% | 613,484 | +106.4% | 7.65% | +90.8% |
| Q4 2013 | $11,279,000 | +5.4% | 297,273 | +0.7% | 4.01% | +3.3% |
| Q3 2013 | $10,701,000 | +27.0% | 295,127 | +11.5% | 3.88% | +12.0% |
| Q2 2013 | $8,427,000 | – | 264,741 | – | 3.47% | – |
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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% |