ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 259 filers reported holding ISHARES TR in Q2 2016. The put-call ratio across all filers is 0.98 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $553,000 | -22.9% | 19,275 | -12.3% | 0.15% | -10.3% |
| Q3 2018 | $717,000 | +0.7% | 21,975 | -1.1% | 0.16% | -4.6% |
| Q2 2018 | $712,000 | -24.1% | 22,220 | -21.8% | 0.17% | -28.5% |
| Q1 2018 | $938,000 | -60.4% | 28,420 | -59.4% | 0.24% | -60.3% |
| Q4 2017 | $2,366,000 | +49.3% | 70,015 | +49.1% | 0.61% | +24.7% |
| Q3 2017 | $1,585,000 | +71.2% | 46,950 | +66.0% | 0.49% | +42.2% |
| Q2 2017 | $926,000 | +3.7% | 28,290 | -0.3% | 0.34% | -3.4% |
| Q1 2017 | $893,000 | +4.1% | 28,375 | -2.2% | 0.36% | -0.6% |
| Q4 2016 | $858,000 | +1.9% | 29,025 | +3.3% | 0.36% | -5.5% |
| Q3 2016 | $842,000 | -1.3% | 28,100 | -5.7% | 0.38% | -0.5% |
| Q2 2016 | $853,000 | -4.9% | 29,800 | -3.6% | 0.38% | -4.8% |
| Q1 2016 | $897,000 | -5.0% | 30,925 | -6.0% | 0.40% | -3.1% |
| Q4 2015 | $944,000 | -3.4% | 32,890 | -5.3% | 0.41% | -2.6% |
| Q3 2015 | $977,000 | -13.7% | 34,735 | -0.8% | 0.42% | -19.4% |
| Q2 2015 | $1,132,000 | +103.2% | 35,010 | +111.4% | 0.53% | +97.0% |
| Q1 2015 | $557,000 | +76.3% | 16,560 | +76.8% | 0.27% | +71.2% |
| Q4 2014 | $316,000 | -5.7% | 9,365 | 0.0% | 0.16% | -7.7% |
| Q3 2014 | $335,000 | +48.9% | 9,365 | +65.9% | 0.17% | +50.9% |
| Q2 2014 | $225,000 | +1.8% | 5,645 | -1.3% | 0.11% | +1.8% |
| Q1 2014 | $221,000 | +10.0% | 5,720 | +7.9% | 0.11% | +4.8% |
| Q4 2013 | $201,000 | -12.2% | 5,300 | -16.2% | 0.10% | -21.6% |
| Q3 2013 | $229,000 | +7.5% | 6,325 | -5.6% | 0.13% | +0.8% |
| Q2 2013 | $213,000 | – | 6,700 | – | 0.13% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |