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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $4,762,000 | +7.1% | 145,942 | +5.2% | 0.53% | +7.2% |
| Q2 2018 | $4,448,000 | -19.5% | 138,791 | -17.0% | 0.50% | -20.0% |
| Q1 2018 | $5,523,000 | +26.5% | 167,309 | +29.4% | 0.62% | +29.9% |
| Q4 2017 | $4,367,000 | +12.4% | 129,247 | +12.3% | 0.48% | +6.7% |
| Q3 2017 | $3,884,000 | +3.2% | 115,053 | +0.1% | 0.45% | -12.2% |
| Q2 2017 | $3,762,000 | +24.4% | 114,986 | +19.6% | 0.51% | +40.5% |
| Q1 2017 | $3,025,000 | +4.5% | 96,162 | -1.8% | 0.36% | -0.5% |
| Q4 2016 | $2,894,000 | +3.3% | 97,914 | +4.8% | 0.36% | -0.3% |
| Q3 2016 | $2,801,000 | +66.8% | 93,416 | +59.3% | 0.37% | +61.2% |
| Q2 2016 | $1,679,000 | +4.1% | 58,644 | +5.4% | 0.23% | +0.9% |
| Q1 2016 | $1,613,000 | +7.9% | 55,646 | +6.8% | 0.22% | +6.6% |
| Q4 2015 | $1,495,000 | +7.0% | 52,088 | +4.9% | 0.21% | +2.9% |
| Q3 2015 | $1,397,000 | -13.0% | 49,649 | -0.1% | 0.20% | -5.5% |
| Q2 2015 | $1,606,000 | +1.7% | 49,687 | +5.9% | 0.22% | +2.4% |
| Q1 2015 | $1,579,000 | +14.0% | 46,933 | +16.1% | 0.21% | +11.6% |
| Q4 2014 | $1,385,000 | -6.2% | 40,428 | -2.0% | 0.19% | -11.2% |
| Q3 2014 | $1,477,000 | -2.5% | 41,267 | +8.6% | 0.21% | -1.4% |
| Q2 2014 | $1,515,000 | +14.2% | 37,990 | +10.6% | 0.22% | -5.7% |
| Q1 2014 | $1,327,000 | +5.6% | 34,338 | +3.6% | 0.23% | +3.6% |
| Q4 2013 | $1,257,000 | +21.0% | 33,143 | +15.7% | 0.22% | +7.8% |
| Q3 2013 | $1,039,000 | +19.4% | 28,641 | +4.8% | 0.21% | +7.9% |
| Q2 2013 | $870,000 | – | 27,320 | – | 0.19% | – |
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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% |