ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 247 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.35 and the average weighting 0.6%.
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 ↓ |
---|---|---|---|
MONETA GROUP INVESTMENT ADVISORS LLC | 3,368,424 | $103,478,000 | 10.20% |
Independence Wealth Advisors, Inc. | 327,554 | $10,062,000 | 9.92% |
Round Table Services, LLC | 924,058 | $28,387,000 | 8.75% |
Highwater Wealth Management, LLC | 57,178 | $1,756,000 | 3.98% |
BIEGEL & WALLER LLC | 233,087 | $7,160,000 | 3.66% |
FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $27,587,000 | 3.37% |
AGILIS PARTNERS LLC | 126,385 | $3,883,000 | 2.90% |
ACCURATE INVESTMENT SOLUTIONS, INC. | 123,070 | $3,781,000 | 2.88% |
Grove Bank & Trust | 222,743 | $6,843,000 | 2.50% |
Murphy, Middleton, Hinkle & Parker, Inc. | 112,451 | $3,455,000 | 2.46% |