ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $42,187,000 | +4.2% | 1,427,180 | +5.6% | 0.01% | 0.0% |
| Q3 2016 | $40,505,000 | +20.3% | 1,351,052 | +14.9% | 0.01% | +14.3% |
| Q2 2016 | $33,668,000 | +1.5% | 1,175,986 | +2.8% | 0.01% | -12.5% |
| Q1 2016 | $33,155,000 | +120.3% | 1,143,685 | +118.2% | 0.01% | +166.7% |
| Q4 2015 | $15,049,000 | +32.0% | 524,179 | +29.3% | 0.00% | 0.0% |
| Q3 2015 | $11,401,000 | -56.2% | 405,308 | -49.7% | 0.00% | -50.0% |
| Q2 2015 | $26,037,000 | -35.6% | 805,360 | -33.0% | 0.01% | -40.0% |
| Q1 2015 | $40,455,000 | +78.1% | 1,202,573 | +78.4% | 0.01% | +66.7% |
| Q4 2014 | $22,712,000 | +54.0% | 674,159 | +63.6% | 0.01% | +50.0% |
| Q3 2014 | $14,752,000 | +55.5% | 412,172 | +73.3% | 0.00% | +33.3% |
| Q2 2014 | $9,486,000 | +87.8% | 237,807 | +81.9% | 0.00% | +200.0% |
| Q1 2014 | $5,050,000 | +266.2% | 130,703 | +259.7% | 0.00% | – |
| Q4 2013 | $1,379,000 | -76.7% | 36,338 | -77.7% | 0.00% | -100.0% |
| Q3 2013 | $5,914,000 | +1416.4% | 163,103 | +1231.6% | 0.00% | – |
| Q2 2013 | $390,000 | – | 12,249 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |