ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q4 2014 | $1,732,000 | +25.4% | 51,474 | +33.3% | 0.03% | +19.2% |
Q3 2014 | $1,381,000 | +55.3% | 38,620 | +73.0% | 0.03% | +62.5% |
Q2 2014 | $889,000 | +9.8% | 22,327 | +6.6% | 0.02% | +6.7% |
Q1 2014 | $810,000 | +2.4% | 20,944 | +0.4% | 0.02% | +15.4% |
Q4 2013 | $791,000 | +70.8% | 20,852 | +63.1% | 0.01% | +44.4% |
Q3 2013 | $463,000 | +43.8% | 12,786 | +27.2% | 0.01% | +28.6% |
Q2 2013 | $322,000 | – | 10,050 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |