ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q4 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $225,000 | -29.2% | 7,600 | -28.3% | 0.12% | -30.8% |
| Q3 2016 | $318,000 | -13.6% | 10,600 | -17.5% | 0.17% | -7.1% |
| Q2 2016 | $368,000 | -8.2% | 12,850 | -7.2% | 0.18% | -20.5% |
| Q1 2016 | $401,000 | +1.0% | 13,850 | 0.0% | 0.23% | +15.7% |
| Q4 2015 | $397,000 | +1.8% | 13,850 | 0.0% | 0.20% | -4.8% |
| Q3 2015 | $390,000 | -12.9% | 13,850 | 0.0% | 0.21% | +4.5% |
| Q2 2015 | $448,000 | – | 13,850 | – | 0.20% | – |
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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% |