ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $362,000 | -35.8% | 14,404 | -42.3% | 0.01% | -45.8% |
| Q1 2020 | $564,000 | -29.7% | 24,966 | +4.7% | 0.02% | -11.1% |
| Q4 2019 | $802,000 | +14.9% | 23,843 | +5.4% | 0.03% | +8.0% |
| Q3 2019 | $698,000 | 0.0% | 22,622 | -0.5% | 0.02% | +4.2% |
| Q2 2019 | $698,000 | +61.9% | 22,727 | +63.0% | 0.02% | +60.0% |
| Q1 2019 | $431,000 | +13.4% | 13,939 | +4.5% | 0.02% | 0.0% |
| Q4 2018 | $380,000 | -10.4% | 13,342 | +2.4% | 0.02% | 0.0% |
| Q3 2018 | $424,000 | +0.7% | 13,024 | -0.1% | 0.02% | -6.2% |
| Q2 2018 | $421,000 | -0.7% | 13,033 | +1.4% | 0.02% | 0.0% |
| Q1 2018 | $424,000 | -6.6% | 12,851 | -4.7% | 0.02% | -11.1% |
| Q4 2017 | $454,000 | -7.9% | 13,484 | -7.9% | 0.02% | -14.3% |
| Q3 2017 | $493,000 | +3.4% | 14,646 | -0.0% | 0.02% | 0.0% |
| Q2 2017 | $477,000 | -9.7% | 14,650 | -12.7% | 0.02% | -22.2% |
| Q1 2017 | $528,000 | -4.2% | 16,778 | -9.9% | 0.03% | -3.6% |
| Q4 2016 | $551,000 | -8.6% | 18,625 | -7.4% | 0.03% | -12.5% |
| Q3 2016 | $603,000 | +1.2% | 20,108 | -3.6% | 0.03% | -3.0% |
| Q2 2016 | $596,000 | +4.0% | 20,857 | +5.3% | 0.03% | +3.1% |
| Q1 2016 | $573,000 | -31.9% | 19,799 | -32.8% | 0.03% | -27.3% |
| Q4 2015 | $841,000 | -90.5% | 29,463 | -90.6% | 0.04% | -91.0% |
| Q3 2015 | $8,885,000 | -23.0% | 314,220 | -11.8% | 0.49% | -5.4% |
| Q2 2015 | $11,535,000 | +721.6% | 356,194 | +755.5% | 0.52% | +455.9% |
| Q1 2015 | $1,404,000 | +37.4% | 41,638 | +37.2% | 0.09% | +25.7% |
| Q4 2014 | $1,022,000 | +0.9% | 30,347 | +7.3% | 0.07% | -7.5% |
| Q3 2014 | $1,013,000 | -16.7% | 28,284 | -7.2% | 0.08% | -10.1% |
| Q2 2014 | $1,216,000 | +9.3% | 30,491 | +5.9% | 0.09% | +6.0% |
| Q1 2014 | $1,113,000 | +8.3% | 28,781 | +6.5% | 0.08% | +2.4% |
| Q4 2013 | $1,028,000 | -1.0% | 27,029 | -5.5% | 0.08% | +36.7% |
| Q3 2013 | $1,038,000 | +90.5% | 28,595 | +67.8% | 0.06% | +39.5% |
| Q2 2013 | $545,000 | – | 17,044 | – | 0.04% | – |
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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% |