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 | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $1,281,000 | +8.9% | 37,950 | +5.5% | 0.11% | +20.2% |
| Q2 2017 | $1,176,000 | +30.8% | 35,975 | +25.3% | 0.09% | +30.9% |
| Q1 2017 | $899,000 | +2.0% | 28,708 | +0.1% | 0.07% | -1.4% |
| Q4 2016 | $881,000 | +30.7% | 28,666 | +23.3% | 0.07% | +27.8% |
| Q3 2016 | $674,000 | +28.4% | 23,242 | +29.4% | 0.05% | +31.7% |
| Q2 2016 | $525,000 | +27.7% | 17,963 | +26.4% | 0.04% | +13.9% |
| Q1 2016 | $411,000 | -33.0% | 14,211 | -37.7% | 0.04% | -28.0% |
| Q4 2015 | $613,000 | +3.2% | 22,824 | +15.8% | 0.05% | -9.1% |
| Q3 2015 | $594,000 | -21.3% | 19,705 | -17.9% | 0.06% | -19.1% |
| Q2 2015 | $755,000 | +3.9% | 23,997 | +15.1% | 0.07% | +4.6% |
| Q1 2015 | $727,000 | -99.9% | 20,848 | -34.2% | 0.06% | -12.2% |
| Q4 2014 | $1,043,423,000 | +105296.3% | 31,676 | +12.3% | 0.07% | -1.3% |
| Q3 2014 | $990,000 | -14.8% | 28,218 | -3.2% | 0.08% | -17.6% |
| Q2 2014 | $1,162,000 | +23.9% | 29,137 | +20.4% | 0.09% | +12.3% |
| Q1 2014 | $938,000 | -8.4% | 24,202 | -10.3% | 0.08% | -11.0% |
| Q4 2013 | $1,024,000 | +41.6% | 26,978 | +35.8% | 0.09% | +30.0% |
| Q3 2013 | $723,000 | +184.6% | 19,871 | +148.4% | 0.07% | +125.8% |
| Q2 2013 | $254,000 | – | 8,000 | – | 0.03% | – |
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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% |