ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $37,084 | -61.0% | 1,460 | -57.8% | 0.00% | -100.0% |
| Q2 2023 | $95,115 | 0.0% | 3,460 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $95,115 | -37.4% | 3,460 | -48.9% | 0.00% | 0.0% |
| Q3 2022 | $152,000 | -76.7% | 6,773 | -69.4% | 0.00% | -75.0% |
| Q4 2020 | $652,000 | +3004.8% | 22,150 | +3133.6% | 0.00% | – |
| Q3 2019 | $21,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q2 2019 | $21,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q1 2019 | $21,000 | 0.0% | 685 | -8.1% | 0.00% | – |
| Q4 2018 | $21,000 | -8.7% | 745 | +8.8% | 0.00% | – |
| Q1 2018 | $23,000 | 0.0% | 685 | 0.0% | 0.00% | – |
| Q4 2017 | $23,000 | +130.0% | 685 | +128.3% | 0.00% | – |
| Q3 2017 | $10,000 | +42.9% | 300 | +20.0% | 0.00% | – |
| Q4 2015 | $7,000 | -93.3% | 250 | -91.9% | 0.00% | -100.0% |
| Q4 2014 | $104,000 | +38.7% | 3,100 | +47.6% | 0.00% | 0.0% |
| Q3 2014 | $75,000 | -54.0% | 2,100 | -48.8% | 0.00% | 0.0% |
| Q2 2014 | $163,000 | +3.2% | 4,100 | 0.0% | 0.00% | 0.0% |
| Q1 2014 | $158,000 | +1.9% | 4,100 | 0.0% | 0.00% | -50.0% |
| Q4 2013 | $155,000 | +19.2% | 4,100 | +13.9% | 0.00% | 0.0% |
| Q3 2013 | $130,000 | +14.0% | 3,600 | 0.0% | 0.00% | +100.0% |
| Q2 2013 | $114,000 | – | 3,600 | – | 0.00% | – |
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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% |