ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2017 | $686,000 | -3.9% | 20,358 | -4.3% | 0.05% | -6.0% |
| Q3 2017 | $714,000 | +19.6% | 21,274 | +16.1% | 0.05% | +8.7% |
| Q2 2017 | $597,000 | +153.0% | 18,328 | +143.9% | 0.05% | +119.0% |
| Q1 2017 | $236,000 | +5.4% | 7,514 | +0.2% | 0.02% | -12.5% |
| Q3 2016 | $224,000 | -25.6% | 7,497 | -28.4% | 0.02% | -29.4% |
| Q2 2016 | $301,000 | +0.7% | 10,464 | 0.0% | 0.03% | -10.5% |
| Q1 2016 | $299,000 | +9.5% | 10,464 | +9.6% | 0.04% | +5.6% |
| Q4 2015 | $273,000 | -8.1% | 9,547 | -9.2% | 0.04% | -20.0% |
| Q3 2015 | $297,000 | -16.3% | 10,512 | -2.3% | 0.04% | -11.8% |
| Q2 2015 | $355,000 | -8.3% | 10,758 | -5.3% | 0.05% | -13.6% |
| Q1 2015 | $387,000 | -24.4% | 11,366 | -23.8% | 0.06% | -29.8% |
| Q4 2014 | $512,000 | -2.8% | 14,920 | +0.4% | 0.08% | -11.6% |
| Q3 2014 | $527,000 | +17.6% | 14,854 | +32.7% | 0.10% | +15.9% |
| Q2 2014 | $448,000 | +19.8% | 11,196 | +15.6% | 0.08% | +6.5% |
| Q1 2014 | $374,000 | +24.7% | 9,689 | +21.6% | 0.08% | +22.2% |
| Q4 2013 | $300,000 | +6.0% | 7,971 | +3.5% | 0.06% | +3.3% |
| Q3 2013 | $283,000 | +19.4% | 7,704 | +2.2% | 0.06% | +7.0% |
| Q2 2013 | $237,000 | – | 7,536 | – | 0.06% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |