ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2019 | $31,000 | +244.4% | 1,000 | +280.2% | 0.01% | +233.3% |
| Q3 2017 | $9,000 | 0.0% | 263 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $9,000 | +12.5% | 263 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $8,000 | 0.0% | 263 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $8,000 | +14.3% | 263 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $7,000 | -12.5% | 263 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $8,000 | +14.3% | 263 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $7,000 | -84.8% | 263 | -80.9% | 0.00% | -91.7% |
| Q1 2015 | $46,000 | 0.0% | 1,377 | 0.0% | 0.04% | +16.1% |
| Q4 2014 | $46,000 | -6.1% | 1,377 | 0.0% | 0.03% | -13.9% |
| Q3 2014 | $49,000 | -10.9% | 1,377 | 0.0% | 0.04% | -12.2% |
| Q2 2014 | $55,000 | +3.8% | 1,377 | 0.0% | 0.04% | -2.4% |
| Q1 2014 | $53,000 | +140.9% | 1,377 | +135.8% | 0.04% | +121.1% |
| Q4 2013 | $22,000 | – | 584 | – | 0.02% | – |
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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% |