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 | ||||
---|---|---|---|---|---|---|
Q3 2017 | $15,208,000 | +7.6% | 450,472 | +4.2% | 0.09% | +1.1% |
Q2 2017 | $14,140,000 | +17.9% | 432,146 | +13.4% | 0.09% | +12.5% |
Q1 2017 | $11,991,000 | +13.1% | 381,157 | +6.3% | 0.08% | +2.6% |
Q4 2016 | $10,603,000 | +12.1% | 358,687 | +13.7% | 0.08% | +4.0% |
Q3 2016 | $9,460,000 | +7.2% | 315,533 | +2.4% | 0.08% | +1.4% |
Q2 2016 | $8,825,000 | +7.4% | 308,259 | +8.8% | 0.07% | +1.4% |
Q1 2016 | $8,214,000 | +7.2% | 283,353 | +6.2% | 0.07% | 0.0% |
Q4 2015 | $7,661,000 | -23.3% | 266,837 | -24.9% | 0.07% | -30.5% |
Q3 2015 | $9,993,000 | -35.6% | 355,250 | -26.0% | 0.10% | -31.8% |
Q2 2015 | $15,511,000 | -0.5% | 479,774 | +3.6% | 0.15% | -4.9% |
Q1 2015 | $15,582,000 | +4.4% | 463,202 | +4.6% | 0.16% | -3.0% |
Q4 2014 | $14,919,000 | +1.9% | 442,841 | +8.2% | 0.17% | -6.2% |
Q3 2014 | $14,642,000 | +19.4% | 409,109 | +33.0% | 0.18% | +19.5% |
Q2 2014 | $12,267,000 | +11.5% | 307,516 | +8.0% | 0.15% | -2.0% |
Q1 2014 | $11,000,000 | -6.5% | 284,679 | -8.2% | 0.15% | -11.1% |
Q4 2013 | $11,769,000 | +12.1% | 310,191 | +7.2% | 0.17% | +0.6% |
Q3 2013 | $10,497,000 | +11.7% | 289,481 | -2.0% | 0.17% | +2.4% |
Q2 2013 | $9,398,000 | – | 295,248 | – | 0.17% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
COWA, LLC | 178,695 | $5,725,000 | 3.44% |
Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |