ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $2,275,000 | +11.1% | 90,568 | 0.0% | 0.68% | +14.0% |
| Q1 2020 | $2,047,000 | -32.7% | 90,568 | -0.1% | 0.60% | -25.4% |
| Q4 2019 | $3,042,000 | +9.2% | 90,628 | +0.0% | 0.80% | -4.2% |
| Q3 2019 | $2,786,000 | +0.1% | 90,627 | 0.0% | 0.84% | -20.8% |
| Q2 2019 | $2,784,000 | -0.5% | 90,627 | +0.0% | 1.06% | +0.8% |
| Q1 2019 | $2,797,000 | +7.5% | 90,625 | 0.0% | 1.05% | -7.3% |
| Q4 2018 | $2,602,000 | +614.8% | 90,625 | +741.5% | 1.14% | +710.7% |
| Q4 2017 | $364,000 | +0.6% | 10,770 | +0.6% | 0.14% | -9.1% |
| Q3 2017 | $362,000 | +3.7% | 10,711 | +0.4% | 0.15% | +37.5% |
| Q2 2017 | $349,000 | +4.8% | 10,670 | +0.9% | 0.11% | +5.7% |
| Q1 2017 | $333,000 | -11.2% | 10,580 | -16.5% | 0.11% | +23.3% |
| Q4 2016 | $375,000 | -0.8% | 12,674 | +0.3% | 0.09% | -46.2% |
| Q3 2016 | $378,000 | -14.3% | 12,633 | -19.9% | 0.16% | -8.0% |
| Q2 2016 | $441,000 | -2.4% | 15,779 | +1.3% | 0.17% | -11.2% |
| Q1 2016 | $452,000 | -2.0% | 15,579 | -2.9% | 0.20% | -47.2% |
| Q4 2015 | $461,000 | – | 16,047 | – | 0.37% | – |
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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% |