ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2019 | $253,000 | +10.5% | 8,224 | +10.6% | 0.19% | +9.3% |
| Q1 2019 | $229,000 | +7.5% | 7,438 | 0.0% | 0.17% | -3.4% |
| Q4 2018 | $213,000 | -12.0% | 7,438 | 0.0% | 0.18% | +2.3% |
| Q3 2018 | $242,000 | +1.7% | 7,438 | 0.0% | 0.17% | +8.1% |
| Q2 2018 | $238,000 | -93.0% | 7,438 | -82.0% | 0.16% | -93.0% |
| Q1 2018 | $3,421,000 | -9.7% | 41,266 | -6.1% | 2.29% | -13.5% |
| Q4 2017 | $3,790,000 | +5.2% | 43,956 | +0.7% | 2.65% | -1.6% |
| Q3 2017 | $3,604,000 | +0.5% | 43,636 | -1.0% | 2.69% | -4.6% |
| Q2 2017 | $3,585,000 | +1.2% | 44,090 | -0.9% | 2.82% | -5.1% |
| Q1 2017 | $3,543,000 | +2.1% | 44,476 | -0.9% | 2.98% | -5.3% |
| Q4 2016 | $3,471,000 | +1026.9% | 44,884 | +336.7% | 3.14% | +1006.7% |
| Q3 2016 | $308,000 | +4.8% | 10,278 | 0.0% | 0.28% | +0.4% |
| Q2 2016 | $294,000 | +3.9% | 10,278 | +5.0% | 0.28% | -0.4% |
| Q1 2016 | $283,000 | -0.7% | 9,787 | -1.5% | 0.28% | -8.4% |
| Q4 2015 | $285,000 | – | 9,940 | – | 0.31% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |