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 2019 | $1,510,000 | -2.1% | 49,146 | -1.7% | 0.51% | +1.8% |
Q1 2019 | $1,542,000 | +13.4% | 49,977 | +5.5% | 0.50% | +9.2% |
Q4 2018 | $1,360,000 | -31.5% | 47,360 | -22.1% | 0.46% | -25.7% |
Q3 2018 | $1,985,000 | -4.2% | 60,822 | -5.9% | 0.61% | -4.5% |
Q2 2018 | $2,071,000 | -3.6% | 64,637 | -0.7% | 0.64% | -6.3% |
Q1 2018 | $2,149,000 | -3.5% | 65,086 | -1.2% | 0.68% | -1.6% |
Q4 2017 | $2,226,000 | +0.4% | 65,858 | +0.3% | 0.70% | -4.7% |
Q3 2017 | $2,217,000 | +4.8% | 65,683 | +1.6% | 0.73% | +4.1% |
Q2 2017 | $2,116,000 | -2.7% | 64,650 | -6.5% | 0.70% | -2.9% |
Q1 2017 | $2,175,000 | +8.5% | 69,112 | +1.9% | 0.72% | +5.3% |
Q4 2016 | $2,005,000 | -2.0% | 67,828 | -3.5% | 0.68% | -7.6% |
Q3 2016 | $2,045,000 | +0.1% | 70,267 | -1.5% | 0.74% | +4.7% |
Q2 2016 | $2,042,000 | +0.9% | 71,322 | +2.2% | 0.71% | +1.6% |
Q1 2016 | $2,024,000 | +2.0% | 69,806 | +1.0% | 0.70% | -2.2% |
Q4 2015 | $1,985,000 | -3.1% | 69,141 | -5.0% | 0.71% | -5.1% |
Q3 2015 | $2,049,000 | -12.4% | 72,816 | +0.6% | 0.75% | -5.4% |
Q2 2015 | $2,340,000 | -3.3% | 72,376 | +0.6% | 0.79% | -5.0% |
Q1 2015 | $2,421,000 | -2.3% | 71,959 | -2.1% | 0.84% | -0.2% |
Q4 2014 | $2,477,000 | +20.0% | 73,511 | +27.4% | 0.84% | +11.0% |
Q3 2014 | $2,065,000 | -18.4% | 57,690 | -9.1% | 0.76% | -9.8% |
Q2 2014 | $2,532,000 | +0.2% | 63,472 | -3.0% | 0.84% | -0.8% |
Q1 2014 | $2,527,000 | +0.6% | 65,415 | -1.2% | 0.84% | -13.7% |
Q4 2013 | $2,513,000 | +0.7% | 66,215 | -3.8% | 0.98% | -5.0% |
Q3 2013 | $2,495,000 | +23.4% | 68,817 | +8.3% | 1.03% | +14.6% |
Q2 2013 | $2,022,000 | – | 63,539 | – | 0.90% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |