ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2020 | $15,000 | +25.0% | 500 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $12,000 | +140.0% | 500 | +145.1% | 0.00% | 0.0% |
| Q1 2020 | $5,000 | -70.6% | 204 | -66.0% | 0.00% | -66.7% |
| Q1 2016 | $17,000 | 0.0% | 600 | +22.2% | 0.00% | -25.0% |
| Q1 2015 | $17,000 | -86.0% | 491 | -86.4% | 0.00% | -85.7% |
| Q4 2014 | $121,000 | -6.2% | 3,600 | 0.0% | 0.03% | -17.6% |
| Q3 2014 | $129,000 | -10.4% | 3,600 | 0.0% | 0.03% | -10.5% |
| Q2 2014 | $144,000 | +3.6% | 3,600 | 0.0% | 0.04% | -7.3% |
| Q1 2014 | $139,000 | +80.5% | 3,600 | +77.8% | 0.04% | +86.4% |
| Q4 2013 | $77,000 | – | 2,025 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
| Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
| Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
| Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
| BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
| AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
| Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |