ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 243 filers reported holding ISHARES TR in Q3 2015. The put-call ratio across all filers is 1.63 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $2,335,000 | +53.9% | 81,568 | +55.8% | 0.38% | +142.1% |
| Q1 2016 | $1,517,000 | +331.0% | 52,342 | +327.0% | 0.16% | +318.4% |
| Q4 2015 | $352,000 | -6.4% | 12,259 | -8.3% | 0.04% | -11.6% |
| Q3 2015 | $376,000 | -50.5% | 13,363 | -43.1% | 0.04% | -46.2% |
| Q2 2015 | $759,000 | -20.9% | 23,471 | -17.8% | 0.08% | -22.3% |
| Q1 2015 | $960,000 | -20.7% | 28,545 | -20.5% | 0.10% | -24.8% |
| Q4 2014 | $1,210,000 | -4.0% | 35,917 | +2.0% | 0.14% | -9.9% |
| Q3 2014 | $1,260,000 | -21.2% | 35,217 | -12.1% | 0.15% | -24.0% |
| Q2 2014 | $1,598,000 | +57.0% | 40,069 | +52.2% | 0.20% | +38.9% |
| Q1 2014 | $1,018,000 | -1.2% | 26,334 | -2.9% | 0.14% | +82.3% |
| Q4 2013 | $1,030,000 | +165.5% | 27,126 | +153.8% | 0.08% | +16.2% |
| Q3 2013 | $388,000 | – | 10,688 | – | 0.07% | – |
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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% |