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 ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |