ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 300 filers reported holding ISHARES TR in Q2 2017. The put-call ratio across all filers is 3.30 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $318,000 | +53.6% | 7,215 | -0.2% | 0.04% | -11.4% |
| Q4 2018 | $207,000 | -97.7% | 7,228 | -97.6% | 0.04% | -61.4% |
| Q3 2018 | $9,051,000 | +2.3% | 303,027 | +7.6% | 0.11% | +14.0% |
| Q2 2018 | $8,851,000 | +2952.1% | 281,641 | +3057.4% | 0.10% | +81.8% |
| Q1 2018 | $290,000 | -6.5% | 8,920 | -1.4% | 0.06% | -5.2% |
| Q4 2017 | $310,000 | +3.0% | 9,051 | 0.0% | 0.06% | -6.5% |
| Q3 2017 | $301,000 | +33.2% | 9,051 | +29.7% | 0.06% | +21.6% |
| Q2 2017 | $226,000 | +4.6% | 6,978 | -3.3% | 0.05% | -26.1% |
| Q4 2016 | $216,000 | -1.8% | 7,215 | -2.0% | 0.07% | -14.8% |
| Q3 2016 | $220,000 | – | 7,365 | – | 0.08% | – |
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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% |