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 2018 | $6,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q1 2018 | $6,000 | -33.3% | 182 | -35.5% | 0.00% | 0.0% |
| Q4 2017 | $9,000 | 0.0% | 282 | +8.5% | 0.00% | -40.0% |
| Q3 2017 | $9,000 | +80.0% | 260 | +42.9% | 0.01% | +66.7% |
| Q2 2017 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $5,000 | 0.0% | 182 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $5,000 | -95.6% | 182 | -95.4% | 0.00% | -88.9% |
| Q4 2015 | $114,000 | -5.0% | 3,976 | -7.4% | 0.03% | -50.9% |
| Q3 2015 | $120,000 | -49.4% | 4,296 | -41.5% | 0.06% | -55.3% |
| Q2 2015 | $237,000 | -99.5% | 7,346 | -99.5% | 0.12% | -99.3% |
| Q1 2015 | $46,480,000 | +3.3% | 1,381,699 | +3.5% | 18.91% | -8.4% |
| Q4 2014 | $44,981,000 | -1.8% | 1,335,146 | +4.3% | 20.64% | +19.9% |
| Q3 2014 | $45,795,000 | – | 1,279,553 | – | 17.21% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |