ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $1,822,000 | -7.1% | 56,365 | -3.3% | 1.16% | -7.2% |
| Q1 2015 | $1,961,000 | -17.9% | 58,287 | -17.8% | 1.25% | -35.3% |
| Q4 2014 | $2,388,000 | -10.0% | 70,868 | -4.4% | 1.93% | -7.2% |
| Q3 2014 | $2,653,000 | -1.2% | 74,131 | +10.2% | 2.08% | -1.8% |
| Q2 2014 | $2,684,000 | -0.2% | 67,297 | -3.3% | 2.12% | -2.8% |
| Q1 2014 | $2,689,000 | -21.2% | 69,596 | -22.6% | 2.18% | -20.1% |
| Q4 2013 | $3,412,000 | +6.3% | 89,926 | +1.6% | 2.72% | -2.4% |
| Q3 2013 | $3,210,000 | +32.5% | 88,518 | +16.3% | 2.79% | +31.2% |
| Q2 2013 | $2,423,000 | – | 76,115 | – | 2.13% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curbstone Financial Management Corp | 21,910 | $613,261 | 0.14% |
| CHEMUNG CANAL TRUST CO | 21,067 | $589,664 | 0.12% |
| Fifth Third Wealth Advisors LLC | 9,943 | $278,305 | 0.09% |
| Fragasso Group Inc. | 30,863 | $863,857 | 0.08% |
| Lowe Wealth Advisors, LLC | 2,410 | $67,456 | 0.03% |
| Anchor Investment Management, LLC | 5,325 | $149,061 | 0.02% |
| Versant Capital Management, Inc | 1,489 | $41,677 | 0.01% |
| ST GERMAIN D J CO INC | 820 | $22,952 | 0.00% |