ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 272 filers reported holding ISHARES TR in Q3 2016. The put-call ratio across all filers is 1.64 and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2017 | $564,000 | +24.2% | 17,234 | +19.3% | 0.13% | +5.8% |
Q1 2017 | $454,000 | -8.7% | 14,441 | -14.0% | 0.12% | -0.8% |
Q4 2016 | $497,000 | -1.0% | 16,798 | +0.3% | 0.12% | -2.4% |
Q3 2016 | $502,000 | +4.4% | 16,740 | -0.4% | 0.12% | -2.3% |
Q2 2016 | $481,000 | -25.3% | 16,806 | -24.4% | 0.13% | -31.2% |
Q1 2016 | $644,000 | -3.4% | 22,217 | -4.4% | 0.19% | -6.5% |
Q4 2015 | $667,000 | +7.2% | 23,232 | +5.1% | 0.20% | +2.1% |
Q3 2015 | $622,000 | -22.1% | 22,099 | -10.5% | 0.20% | -11.4% |
Q2 2015 | $798,000 | +28.1% | 24,683 | +33.4% | 0.22% | +26.4% |
Q1 2015 | $623,000 | +57.3% | 18,509 | +57.5% | 0.17% | +117.5% |
Q4 2014 | $396,000 | +14.5% | 11,754 | +21.7% | 0.08% | +21.2% |
Q3 2014 | $346,000 | +86.0% | 9,662 | +106.9% | 0.07% | +88.6% |
Q2 2014 | $186,000 | +204.9% | 4,670 | +195.2% | 0.04% | +191.7% |
Q1 2014 | $61,000 | +238.9% | 1,582 | +228.2% | 0.01% | +300.0% |
Q4 2013 | $18,000 | +5.9% | 482 | +1.7% | 0.00% | 0.0% |
Q3 2013 | $17,000 | +13.3% | 474 | +2.6% | 0.00% | +50.0% |
Q2 2013 | $15,000 | – | 462 | – | 0.00% | – |
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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% |