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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $13,000 | -61.8% | 400 | -61.9% | 0.00% | -50.0% |
| Q2 2018 | $34,000 | 0.0% | 1,050 | 0.0% | 0.01% | 0.0% |
| Q1 2018 | $34,000 | -5.6% | 1,050 | 0.0% | 0.01% | +50.0% |
| Q4 2017 | $36,000 | 0.0% | 1,050 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $36,000 | -7.7% | 1,050 | -12.5% | 0.00% | 0.0% |
| Q2 2017 | $39,000 | +2.6% | 1,200 | 0.0% | 0.00% | -50.0% |
| Q1 2017 | $38,000 | +8.6% | 1,200 | 0.0% | 0.01% | 0.0% |
| Q4 2016 | $35,000 | -7.9% | 1,200 | -5.9% | 0.01% | -11.1% |
| Q3 2016 | $38,000 | +2.7% | 1,275 | 0.0% | 0.01% | 0.0% |
| Q2 2016 | $37,000 | 0.0% | 1,275 | 0.0% | 0.01% | 0.0% |
| Q1 2016 | $37,000 | -15.9% | 1,275 | -16.4% | 0.01% | -18.2% |
| Q4 2015 | $44,000 | +2.3% | 1,525 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $43,000 | -10.4% | 1,525 | +1.7% | 0.01% | 0.0% |
| Q2 2015 | $48,000 | -32.4% | 1,500 | -29.4% | 0.01% | -35.3% |
| Q1 2015 | $71,000 | -1.4% | 2,125 | 0.0% | 0.02% | +6.2% |
| Q4 2014 | $72,000 | – | 2,125 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |