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% | – |
Download | ||||||
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% |