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 | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $302,000 | -19.3% | 9,263 | -20.6% | 0.04% | -23.1% |
| Q2 2018 | $374,000 | -18.9% | 11,663 | -16.5% | 0.05% | -21.2% |
| Q1 2018 | $461,000 | -2.3% | 13,963 | -0.1% | 0.07% | 0.0% |
| Q4 2017 | $472,000 | -0.4% | 13,978 | -0.4% | 0.07% | -5.7% |
| Q3 2017 | $474,000 | -21.8% | 14,040 | -24.3% | 0.07% | -23.9% |
| Q2 2017 | $606,000 | -1.3% | 18,540 | -4.9% | 0.09% | -2.1% |
| Q1 2017 | $614,000 | -0.8% | 19,503 | -6.8% | 0.09% | -6.0% |
| Q4 2016 | $619,000 | -10.9% | 20,936 | -9.7% | 0.10% | -15.3% |
| Q3 2016 | $695,000 | -30.8% | 23,187 | -34.0% | 0.12% | -32.6% |
| Q2 2016 | $1,005,000 | -72.9% | 35,115 | -72.5% | 0.18% | -73.8% |
| Q1 2016 | $3,705,000 | -2.6% | 127,811 | -3.5% | 0.67% | -1.2% |
| Q4 2015 | $3,804,000 | +4.9% | 132,480 | +2.8% | 0.68% | +3.1% |
| Q3 2015 | $3,625,000 | -5.7% | 128,889 | +8.4% | 0.66% | +3.8% |
| Q2 2015 | $3,845,000 | +1.9% | 118,906 | +5.9% | 0.63% | +3.4% |
| Q1 2015 | $3,775,000 | +0.4% | 112,235 | +0.6% | 0.61% | -1.5% |
| Q4 2014 | $3,759,000 | +3.7% | 111,578 | +10.2% | 0.62% | +1.1% |
| Q3 2014 | $3,624,000 | -9.0% | 101,234 | +1.4% | 0.61% | -6.0% |
| Q2 2014 | $3,981,000 | +5.6% | 99,803 | +2.3% | 0.65% | +2.5% |
| Q1 2014 | $3,770,000 | +3.3% | 97,574 | +1.4% | 0.64% | +1.8% |
| Q4 2013 | $3,651,000 | +3.4% | 96,237 | -1.2% | 0.62% | -9.4% |
| Q3 2013 | $3,532,000 | +9.8% | 97,396 | -3.7% | 0.69% | +4.7% |
| Q2 2013 | $3,218,000 | – | 101,105 | – | 0.66% | – |
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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% |