ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $4,000 | -87.5% | 150 | -86.4% | 0.00% | -100.0% |
| Q1 2016 | $32,000 | -88.9% | 1,100 | -87.2% | 0.00% | -90.5% |
| Q4 2014 | $288,000 | -5.9% | 8,566 | 0.0% | 0.04% | -14.3% |
| Q3 2014 | $306,000 | -10.3% | 8,566 | 0.0% | 0.05% | -14.0% |
| Q2 2014 | $341,000 | +3.0% | 8,566 | 0.0% | 0.06% | -8.1% |
| Q1 2014 | $331,000 | +4.7% | 8,566 | +2.9% | 0.06% | -4.6% |
| Q4 2013 | $316,000 | +4.6% | 8,325 | 0.0% | 0.06% | -13.3% |
| Q3 2013 | $302,000 | +11.0% | 8,325 | 0.0% | 0.08% | -8.5% |
| Q2 2013 | $272,000 | – | 8,325 | – | 0.08% | – |
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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% |