ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 247 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.35 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $26,603,325 | +9.1% | 1,047,375 | +13.1% | 0.01% | +10.0% |
Q2 2023 | $24,390,717 | +3.2% | 926,347 | +7.8% | 0.01% | 0.0% |
Q1 2023 | $23,629,579 | +73.7% | 859,570 | +71.6% | 0.01% | +66.7% |
Q4 2022 | $13,602,842 | +725.4% | 500,841 | +584.7% | 0.01% | +500.0% |
Q3 2022 | $1,648,000 | -11.2% | 73,147 | +7.0% | 0.00% | 0.0% |
Q2 2022 | $1,856,000 | +59.6% | 68,337 | +86.7% | 0.00% | – |
Q1 2022 | $1,163,000 | +275.2% | 36,604 | +298.3% | 0.00% | – |
Q4 2014 | $310,000 | +123.0% | 9,191 | +136.8% | 0.00% | – |
Q3 2014 | $139,000 | +1058.3% | 3,882 | +1194.0% | 0.00% | – |
Q1 2014 | $12,000 | – | 300 | – | 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% |