ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $1,079,000 | -23.3% | 38,185 | -22.1% | 0.39% | -28.1% |
| Q1 2016 | $1,406,000 | -33.1% | 49,000 | -33.5% | 0.54% | -37.3% |
| Q4 2015 | $2,101,000 | -21.1% | 73,687 | -23.1% | 0.86% | -27.4% |
| Q3 2015 | $2,664,000 | -18.4% | 95,833 | -6.2% | 1.18% | -20.6% |
| Q2 2015 | $3,266,000 | -5.9% | 102,151 | -2.1% | 1.49% | -7.9% |
| Q1 2015 | $3,472,000 | -0.6% | 104,325 | -0.5% | 1.62% | -7.7% |
| Q4 2014 | $3,494,000 | -6.5% | 104,821 | -0.7% | 1.75% | -10.8% |
| Q3 2014 | $3,737,000 | -11.1% | 105,540 | -0.9% | 1.96% | -12.5% |
| Q2 2014 | $4,204,000 | +1.2% | 106,509 | -2.0% | 2.24% | -5.9% |
| Q1 2014 | $4,155,000 | +0.3% | 108,656 | -1.5% | 2.38% | -3.7% |
| Q4 2013 | $4,142,000 | +4.6% | 110,289 | -0.1% | 2.47% | -4.2% |
| Q3 2013 | $3,961,000 | +16.6% | 110,367 | +2.3% | 2.58% | +7.4% |
| Q2 2013 | $3,398,000 | -3.7% | 107,882 | +3.3% | 2.40% | -4.9% |
| Q1 2013 | $3,528,000 | +2.6% | 104,425 | +1.1% | 2.53% | -4.6% |
| Q4 2012 | $3,439,000 | +6.4% | 103,271 | -0.0% | 2.65% | +7.7% |
| Q3 2012 | $3,231,000 | +11.1% | 103,294 | +5.6% | 2.46% | +4.8% |
| Q2 2012 | $2,907,000 | +0.6% | 97,781 | +8.9% | 2.35% | -3.8% |
| Q1 2012 | $2,890,000 | – | 89,787 | – | 2.44% | – |
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% |