ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 233 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2014 | $899,000 | +19.1% | 26,683 | +26.4% | 0.22% | +15.9% |
| Q3 2014 | $755,000 | -27.6% | 21,103 | -19.3% | 0.19% | -27.6% |
| Q2 2014 | $1,043,000 | +5.0% | 26,156 | +1.8% | 0.26% | +2.4% |
| Q1 2014 | $993,000 | -31.9% | 25,706 | -33.1% | 0.26% | -35.4% |
| Q4 2013 | $1,458,000 | -27.7% | 38,441 | -30.9% | 0.40% | -42.8% |
| Q3 2013 | $2,016,000 | +3.2% | 55,601 | -9.4% | 0.69% | -1.3% |
| Q2 2013 | $1,953,000 | – | 61,371 | – | 0.70% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curbstone Financial Management Corp | 21,910 | $613,261 | 0.14% |
| CHEMUNG CANAL TRUST CO | 21,067 | $589,664 | 0.12% |
| Fifth Third Wealth Advisors LLC | 9,943 | $278,305 | 0.09% |
| Fragasso Group Inc. | 30,863 | $863,857 | 0.08% |
| Lowe Wealth Advisors, LLC | 2,410 | $67,456 | 0.03% |
| Anchor Investment Management, LLC | 5,325 | $149,061 | 0.02% |
| Versant Capital Management, Inc | 1,489 | $41,677 | 0.01% |
| ST GERMAIN D J CO INC | 820 | $22,952 | 0.00% |