ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 201 filers reported holding ISHARES TR in Q4 2013. The put-call ratio across all filers is 0.34 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $564,000 | +24.2% | 17,234 | +19.3% | 0.13% | +5.8% |
| Q1 2017 | $454,000 | -8.7% | 14,441 | -14.0% | 0.12% | -0.8% |
| Q4 2016 | $497,000 | -1.0% | 16,798 | +0.3% | 0.12% | -2.4% |
| Q3 2016 | $502,000 | +4.4% | 16,740 | -0.4% | 0.12% | -2.3% |
| Q2 2016 | $481,000 | -25.3% | 16,806 | -24.4% | 0.13% | -31.2% |
| Q1 2016 | $644,000 | -3.4% | 22,217 | -4.4% | 0.19% | -6.5% |
| Q4 2015 | $667,000 | +7.2% | 23,232 | +5.1% | 0.20% | +2.1% |
| Q3 2015 | $622,000 | -22.1% | 22,099 | -10.5% | 0.20% | -11.4% |
| Q2 2015 | $798,000 | +28.1% | 24,683 | +33.4% | 0.22% | +26.4% |
| Q1 2015 | $623,000 | +57.3% | 18,509 | +57.5% | 0.17% | +117.5% |
| Q4 2014 | $396,000 | +14.5% | 11,754 | +21.7% | 0.08% | +21.2% |
| Q3 2014 | $346,000 | +86.0% | 9,662 | +106.9% | 0.07% | +88.6% |
| Q2 2014 | $186,000 | +204.9% | 4,670 | +195.2% | 0.04% | +191.7% |
| Q1 2014 | $61,000 | +238.9% | 1,582 | +228.2% | 0.01% | +300.0% |
| Q4 2013 | $18,000 | +5.9% | 482 | +1.7% | 0.00% | 0.0% |
| Q3 2013 | $17,000 | +13.3% | 474 | +2.6% | 0.00% | +50.0% |
| Q2 2013 | $15,000 | – | 462 | – | 0.00% | – |
Download | ||||||
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% |