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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $359,000 | -87.1% | 12,400 | -87.2% | 0.02% | -87.2% |
| Q4 2015 | $2,784,000 | +318.6% | 96,960 | +371.6% | 0.15% | +362.5% |
| Q2 2015 | $665,000 | +100.3% | 20,558 | +108.4% | 0.03% | +100.0% |
| Q1 2015 | $332,000 | -83.0% | 9,867 | -82.9% | 0.02% | -83.2% |
| Q4 2014 | $1,949,000 | +170.3% | 57,850 | +187.2% | 0.10% | +102.1% |
| Q3 2014 | $721,000 | -19.6% | 20,144 | -10.4% | 0.05% | -17.5% |
| Q2 2014 | $897,000 | -8.0% | 22,494 | -10.9% | 0.06% | -19.7% |
| Q1 2014 | $975,000 | -3.8% | 25,233 | -5.6% | 0.07% | -5.3% |
| Q4 2013 | $1,014,000 | -22.2% | 26,721 | -25.7% | 0.08% | -29.2% |
| Q3 2013 | $1,304,000 | -6.8% | 35,951 | -18.2% | 0.11% | -7.8% |
| Q2 2013 | $1,399,000 | – | 43,940 | – | 0.12% | – |
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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% |