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 | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |