ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $5,938,000 | +196.2% | 218,616 | +267.4% | 0.71% | -48.4% |
| Q4 2014 | $2,005,000 | +0.1% | 59,500 | +6.3% | 1.38% | -3.9% |
| Q3 2014 | $2,003,000 | -7.1% | 55,975 | +3.5% | 1.44% | -5.3% |
| Q2 2014 | $2,156,000 | +7.5% | 54,060 | +4.1% | 1.52% | +13.2% |
| Q1 2014 | $2,006,000 | -12.1% | 51,910 | -13.7% | 1.34% | +13.1% |
| Q4 2013 | $2,281,000 | -5.7% | 60,130 | -9.8% | 1.18% | +40.0% |
| Q3 2013 | $2,418,000 | – | 66,680 | – | 0.84% | – |
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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% |