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 | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $72,000 | -30.8% | 2,450 | -29.6% | 0.08% | -30.0% |
| Q3 2016 | $104,000 | -14.0% | 3,479 | -18.0% | 0.11% | -11.3% |
| Q2 2016 | $121,000 | -0.8% | 4,242 | +0.5% | 0.12% | 0.0% |
| Q1 2016 | $122,000 | +0.8% | 4,222 | +0.3% | 0.12% | +6.9% |
| Q4 2015 | $121,000 | -27.5% | 4,211 | -29.3% | 0.12% | -23.2% |
| Q3 2015 | $167,000 | -76.8% | 5,953 | -73.3% | 0.15% | -75.4% |
| Q2 2015 | $721,000 | -33.1% | 22,293 | -30.5% | 0.62% | -29.2% |
| Q1 2015 | $1,078,000 | -26.6% | 32,058 | -26.5% | 0.87% | -19.5% |
| Q4 2014 | $1,469,000 | -83.8% | 43,615 | -82.8% | 1.08% | -84.8% |
| Q3 2014 | $9,067,000 | -8.0% | 253,342 | +2.5% | 7.10% | -6.0% |
| Q2 2014 | $9,857,000 | – | 247,115 | – | 7.56% | – |
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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% |