ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 247 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.35 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2016 | $7,305,000 | +31.1% | 247,126 | +33.0% | 0.24% | +24.6% |
| Q3 2016 | $5,570,000 | +19.3% | 185,799 | +14.0% | 0.19% | +13.7% |
| Q2 2016 | $4,668,000 | +3.9% | 163,038 | +5.2% | 0.17% | -11.1% |
| Q1 2016 | $4,494,000 | -6.8% | 155,033 | -7.7% | 0.19% | -13.7% |
| Q4 2015 | $4,823,000 | +228.1% | 167,978 | +221.4% | 0.22% | +90.4% |
| Q3 2015 | $1,470,000 | -22.6% | 52,270 | -11.0% | 0.12% | -14.8% |
| Q2 2015 | $1,900,000 | +7.9% | 58,756 | +12.2% | 0.14% | +9.8% |
| Q1 2015 | $1,761,000 | +49.5% | 52,355 | +49.8% | 0.12% | -3.9% |
| Q4 2014 | $1,178,000 | +49.9% | 34,960 | +59.3% | 0.13% | +34.7% |
| Q3 2014 | $786,000 | -1.8% | 21,952 | +9.4% | 0.10% | -11.2% |
| Q2 2014 | $800,000 | -35.7% | 20,065 | -37.6% | 0.11% | +18.9% |
| Q1 2014 | $1,244,000 | +117.1% | 32,176 | +113.0% | 0.09% | +3.4% |
| Q4 2013 | $573,000 | +2.3% | 15,104 | -2.2% | 0.09% | -11.2% |
| Q3 2013 | $560,000 | +79.5% | 15,449 | +57.6% | 0.10% | +55.6% |
| Q2 2013 | $312,000 | – | 9,805 | – | 0.06% | – |
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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% |