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 | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $200,000 | -1.5% | 7,000 | 0.0% | 0.04% | +15.4% |
| Q1 2016 | $203,000 | +1.0% | 7,000 | 0.0% | 0.04% | +8.3% |
| Q4 2015 | $201,000 | -11.1% | 7,000 | 0.0% | 0.04% | -10.0% |
| Q2 2015 | $226,000 | -3.8% | 7,000 | 0.0% | 0.04% | -4.8% |
| Q1 2015 | $235,000 | -0.4% | 7,000 | 0.0% | 0.04% | -14.3% |
| Q4 2014 | $236,000 | -6.0% | 7,000 | 0.0% | 0.05% | +2.1% |
| Q3 2014 | $251,000 | -10.0% | 7,000 | 0.0% | 0.05% | -7.7% |
| Q2 2014 | $279,000 | +3.3% | 7,000 | 0.0% | 0.05% | +2.0% |
| Q1 2014 | $270,000 | +1.5% | 7,000 | 0.0% | 0.05% | -5.6% |
| Q4 2013 | $266,000 | +4.7% | 7,000 | 0.0% | 0.05% | 0.0% |
| Q3 2013 | $254,000 | +13.9% | 7,000 | 0.0% | 0.05% | +14.9% |
| Q2 2013 | $223,000 | – | 7,000 | – | 0.05% | – |
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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% |