ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 233 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $20,000 | +566.7% | 787 | +687.0% | 0.00% | +200.0% |
| Q1 2018 | $3,000 | 0.0% | 100 | 0.0% | 0.00% | – |
| Q4 2017 | $3,000 | -99.6% | 100 | -99.6% | 0.00% | -100.0% |
| Q2 2015 | $736,000 | -13.9% | 22,760 | -10.4% | 0.20% | -13.4% |
| Q1 2015 | $855,000 | -1.0% | 25,410 | -1.0% | 0.23% | -2.9% |
| Q4 2014 | $864,000 | -7.4% | 25,660 | -1.5% | 0.24% | -7.0% |
| Q3 2014 | $933,000 | -9.8% | 26,060 | +0.6% | 0.26% | -8.2% |
| Q2 2014 | $1,034,000 | +5.0% | 25,910 | +1.7% | 0.28% | -3.1% |
| Q1 2014 | $985,000 | -6.2% | 25,481 | -7.9% | 0.29% | -6.2% |
| Q4 2013 | $1,050,000 | +4.7% | 27,677 | +0.0% | 0.31% | -6.4% |
| Q3 2013 | $1,003,000 | +11.8% | 27,674 | -1.8% | 0.33% | +6.8% |
| Q2 2013 | $897,000 | – | 28,173 | – | 0.31% | – |
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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% |