ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,739 | -12.0% | 13,061 | -8.7% | 0.04% | -11.8% |
| Q2 2023 | $376,797 | -1.6% | 14,310 | +2.7% | 0.05% | -8.9% |
| Q1 2023 | $382,994 | +9474.8% | 13,932 | +10957.1% | 0.06% | +2700.0% |
| Q4 2015 | $4,000 | -80.0% | 126 | -82.6% | 0.00% | -84.6% |
| Q3 2015 | $20,000 | -13.0% | 723 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $23,000 | -32.4% | 723 | -27.8% | 0.01% | -33.3% |
| Q1 2015 | $34,000 | 0.0% | 1,001 | +0.6% | 0.02% | -8.7% |
| Q4 2014 | $34,000 | -27.7% | 995 | -23.4% | 0.02% | -30.3% |
| Q3 2014 | $47,000 | -7.8% | 1,299 | +2.0% | 0.03% | -2.9% |
| Q2 2014 | $51,000 | +4.1% | 1,274 | +1.0% | 0.03% | -2.9% |
| Q1 2014 | $49,000 | – | 1,262 | – | 0.04% | – |
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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% |