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 | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $610,000 | -45.2% | 18,867 | -43.0% | 0.15% | -47.4% |
| Q1 2015 | $1,113,000 | -19.7% | 33,087 | -19.5% | 0.29% | -20.3% |
| Q4 2014 | $1,386,000 | -11.7% | 41,127 | -6.2% | 0.36% | -16.9% |
| Q3 2014 | $1,569,000 | -9.1% | 43,827 | +1.3% | 0.43% | -2.0% |
| Q2 2014 | $1,727,000 | -0.6% | 43,282 | -3.7% | 0.44% | +4.7% |
| Q1 2014 | $1,737,000 | +22.7% | 44,965 | +20.4% | 0.42% | +2.7% |
| Q4 2013 | $1,416,000 | +14.1% | 37,335 | +9.1% | 0.41% | -5.3% |
| Q3 2013 | $1,241,000 | +12.3% | 34,215 | -1.4% | 0.43% | +7.4% |
| Q2 2013 | $1,105,000 | – | 34,705 | – | 0.40% | – |
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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% |