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 2018 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2017 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2017 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2017 | $2,000 | +100.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2016 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2016 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2016 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2016 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q4 2015 | $1,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q3 2015 | $1,000 | -50.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q2 2015 | $2,000 | 0.0% | 50 | 0.0% | 0.00% | 0.0% |
| Q1 2015 | $2,000 | -99.2% | 50 | -99.3% | 0.00% | -99.3% |
| Q4 2014 | $245,000 | -26.0% | 7,275 | -21.4% | 0.15% | -27.8% |
| Q3 2014 | $331,000 | -5.7% | 9,250 | +5.1% | 0.21% | 0.0% |
| Q2 2014 | $351,000 | +3.2% | 8,800 | 0.0% | 0.21% | 0.0% |
| Q1 2014 | $340,000 | -10.1% | 8,800 | -11.6% | 0.21% | -11.4% |
| Q4 2013 | $378,000 | +12.2% | 9,950 | +7.0% | 0.24% | +10.8% |
| Q3 2013 | $337,000 | +40.4% | 9,300 | +23.2% | 0.21% | +45.9% |
| Q2 2013 | $240,000 | – | 7,550 | – | 0.15% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |