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 ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |