ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $9,251,000 | -6.4% | 274,003 | -6.5% | 3.02% | -19.3% |
| Q3 2017 | $9,888,000 | +53.9% | 293,046 | +49.3% | 3.75% | +48.2% |
| Q2 2017 | $6,423,000 | -7.9% | 196,284 | -11.4% | 2.53% | +8.5% |
| Q1 2017 | $6,973,000 | -24.1% | 221,506 | -28.7% | 2.33% | -20.7% |
| Q4 2016 | $9,182,000 | +3.3% | 310,841 | +4.7% | 2.94% | -5.4% |
| Q3 2016 | $8,888,000 | +77.1% | 296,900 | +69.3% | 3.10% | +74.3% |
| Q2 2016 | $5,018,000 | +37.2% | 175,354 | +38.8% | 1.78% | +25.6% |
| Q1 2016 | $3,658,000 | – | 126,313 | – | 1.42% | – |
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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% |