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 2018 | $588,000 | -46.3% | 20,466 | -39.0% | 0.01% | -41.2% |
Q3 2018 | $1,095,000 | +1.3% | 33,551 | -0.5% | 0.02% | -10.5% |
Q2 2018 | $1,081,000 | -14.0% | 33,725 | -11.4% | 0.02% | -13.6% |
Q1 2018 | $1,257,000 | -2.0% | 38,065 | +0.2% | 0.02% | -12.0% |
Q3 2017 | $1,283,000 | +165.6% | 37,990 | +157.6% | 0.02% | +150.0% |
Q2 2017 | $483,000 | +5.5% | 14,750 | +1.3% | 0.01% | +11.1% |
Q1 2017 | $458,000 | -6.0% | 14,564 | -11.7% | 0.01% | -10.0% |
Q4 2016 | $487,000 | +2.5% | 16,487 | +4.1% | 0.01% | -9.1% |
Q3 2016 | $475,000 | +12.6% | 15,841 | +7.5% | 0.01% | +10.0% |
Q2 2016 | $422,000 | +17.9% | 14,738 | +19.5% | 0.01% | +11.1% |
Q1 2016 | $358,000 | +8.2% | 12,333 | +7.0% | 0.01% | +12.5% |
Q4 2015 | $331,000 | +4.7% | 11,530 | +2.7% | 0.01% | -11.1% |
Q3 2015 | $316,000 | -43.4% | 11,225 | -35.0% | 0.01% | -40.0% |
Q2 2015 | $558,000 | -0.4% | 17,256 | +3.6% | 0.02% | 0.0% |
Q1 2015 | $560,000 | +22.8% | 16,652 | +22.9% | 0.02% | +25.0% |
Q4 2014 | $456,000 | -12.3% | 13,547 | -6.7% | 0.01% | -20.0% |
Q3 2014 | $520,000 | -32.9% | 14,522 | -25.2% | 0.02% | -34.8% |
Q2 2014 | $775,000 | +19.0% | 19,424 | +15.3% | 0.02% | +15.0% |
Q1 2014 | $651,000 | +8.5% | 16,853 | +6.6% | 0.02% | +11.1% |
Q4 2013 | $600,000 | +70.5% | 15,808 | +63.0% | 0.02% | +50.0% |
Q3 2013 | $352,000 | +47.3% | 9,696 | +29.2% | 0.01% | +33.3% |
Q2 2013 | $239,000 | – | 7,504 | – | 0.01% | – |
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Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Independence Wealth Advisors, Inc. | 316,382 | $10,324,000 | 10.46% |
MONETA GROUP INVESTMENT ADVISORS LLC | 2,990,228 | $97,571,000 | 9.98% |
Horan Securities, Inc. | 272,204 | $8,534,000 | 8.32% |
Camarda Financial Advisors, LLC | 166,972 | $5,448,000 | 6.18% |
BIEGEL & WALLER LLC | 325,594 | $10,624,000 | 6.13% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $29,302,000 | 3.77% |
WESPAC Advisors SoCal, LLC | 207,660 | $6,775,000 | 3.40% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 119,222 | $3,890,000 | 2.69% |
Murphy, Middleton, Hinkle & Parker, Inc. | 115,585 | $3,772,000 | 2.66% |
Wealth Advisors of Tampa Bay, LLC | 108,067 | $3,525,000 | 2.47% |