ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 351 filers reported holding ISHARES TR in Q2 2018. The put-call ratio across all filers is 0.96 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2018 | $271,000 | -39.8% | 8,453 | -38.0% | 0.13% | -40.5% |
| Q1 2018 | $450,000 | -9.1% | 13,636 | -6.9% | 0.22% | -2.7% |
| Q4 2017 | $495,000 | +58.1% | 14,648 | +58.2% | 0.22% | +10.0% |
| Q3 2017 | $313,000 | -38.9% | 9,259 | -40.8% | 0.20% | -26.6% |
| Q2 2017 | $512,000 | -1.9% | 15,643 | -5.8% | 0.27% | +4.2% |
| Q1 2017 | $522,000 | +5.5% | 16,607 | -0.8% | 0.26% | -3.3% |
| Q4 2016 | $495,000 | -10.3% | 16,745 | -9.3% | 0.27% | -5.6% |
| Q3 2016 | $552,000 | +5.3% | 18,462 | -1.5% | 0.29% | +1.1% |
| Q2 2016 | $524,000 | -10.0% | 18,743 | -6.7% | 0.28% | -4.7% |
| Q1 2016 | $582,000 | -23.7% | 20,087 | -24.4% | 0.30% | -28.0% |
| Q4 2015 | $763,000 | – | 26,567 | – | 0.42% | – |
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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% |