ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $1,255,000 | -22.7% | 55,512 | +14.8% | 0.09% | +1.1% |
| Q4 2019 | $1,623,000 | +7.1% | 48,346 | -1.9% | 0.09% | -42.4% |
| Q3 2019 | $1,515,000 | +2.6% | 49,297 | +2.5% | 0.15% | -3.2% |
| Q2 2019 | $1,477,000 | +5.0% | 48,073 | +5.4% | 0.16% | +4.7% |
| Q1 2019 | $1,407,000 | +45.5% | 45,603 | +35.4% | 0.15% | +39.3% |
| Q4 2018 | $967,000 | -38.9% | 33,673 | -30.5% | 0.11% | -30.5% |
| Q3 2018 | $1,582,000 | +1.8% | 48,473 | 0.0% | 0.15% | -1.9% |
| Q2 2018 | $1,554,000 | +51.5% | 48,473 | +56.0% | 0.16% | +48.1% |
| Q1 2018 | $1,026,000 | +137.5% | 31,081 | +143.2% | 0.11% | +130.4% |
| Q4 2017 | $432,000 | -50.0% | 12,782 | -50.0% | 0.05% | -37.8% |
| Q3 2017 | $864,000 | +106.7% | 25,564 | +100.0% | 0.07% | -1.3% |
| Q2 2017 | $418,000 | +4.0% | 12,782 | 0.0% | 0.08% | -2.6% |
| Q1 2017 | $402,000 | +101.0% | 12,782 | +89.1% | 0.08% | +97.4% |
| Q4 2016 | $200,000 | – | 6,761 | – | 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% |