ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 217 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $331,000 | +1.5% | 11,403 | +0.6% | 0.09% | +4.5% |
| Q4 2015 | $326,000 | +3.5% | 11,340 | +1.2% | 0.09% | -8.3% |
| Q3 2015 | $315,000 | -12.5% | 11,209 | +0.8% | 0.10% | -7.7% |
| Q2 2015 | $360,000 | -3.5% | 11,124 | +0.3% | 0.10% | +6.1% |
| Q1 2015 | $373,000 | -0.3% | 11,090 | 0.0% | 0.10% | +10.1% |
| Q4 2014 | $374,000 | -4.8% | 11,090 | +1.0% | 0.09% | -30.5% |
| Q3 2014 | $393,000 | -9.2% | 10,978 | +1.0% | 0.13% | -9.2% |
| Q2 2014 | $433,000 | +18.3% | 10,870 | +15.0% | 0.14% | +12.8% |
| Q1 2014 | $366,000 | – | 9,454 | – | 0.12% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |