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 | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $12,000 | +9.1% | 392 | 0.0% | 0.01% | 0.0% |
| Q4 2018 | $11,000 | -57.7% | 392 | -50.0% | 0.01% | -50.0% |
| Q3 2018 | $26,000 | +4.0% | 784 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $25,000 | -3.8% | 784 | 0.0% | 0.01% | -6.7% |
| Q1 2018 | $26,000 | -49.0% | 784 | -48.3% | 0.02% | -59.5% |
| Q4 2017 | $51,000 | 0.0% | 1,516 | 0.0% | 0.04% | -7.5% |
| Q3 2017 | $51,000 | -12.1% | 1,516 | -14.2% | 0.04% | -13.0% |
| Q2 2017 | $58,000 | +3.6% | 1,766 | 0.0% | 0.05% | 0.0% |
| Q1 2017 | $56,000 | +7.7% | 1,766 | 0.0% | 0.05% | +2.2% |
| Q4 2016 | $52,000 | -26.8% | 1,766 | -25.6% | 0.04% | -29.7% |
| Q3 2016 | $71,000 | +4.4% | 2,375 | 0.0% | 0.06% | +3.2% |
| Q2 2016 | $68,000 | -1.4% | 2,375 | 0.0% | 0.06% | -4.6% |
| Q1 2016 | $69,000 | +1.5% | 2,375 | 0.0% | 0.06% | +3.2% |
| Q4 2015 | $68,000 | +3.0% | 2,375 | 0.0% | 0.06% | 0.0% |
| Q3 2015 | $66,000 | -33.3% | 2,375 | -22.1% | 0.06% | -29.2% |
| Q2 2015 | $99,000 | -3.9% | 3,050 | 0.0% | 0.09% | 0.0% |
| Q1 2015 | $103,000 | 0.0% | 3,050 | 0.0% | 0.09% | 0.0% |
| Q4 2014 | $103,000 | -98.8% | 3,050 | +1120.0% | 0.09% | +1012.5% |
| Q3 2014 | $8,948,000 | – | 250 | – | 0.01% | – |
Download | ||||||
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% |