ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2019 | $2,438,000 | -13.0% | 79,004 | -4.8% | 2.88% | +22.9% |
| Q4 2017 | $2,803,000 | +1.0% | 82,955 | +1.0% | 2.34% | -5.2% |
| Q3 2017 | $2,774,000 | -51.1% | 82,160 | -52.6% | 2.47% | -50.2% |
| Q2 2017 | $5,673,000 | -5.4% | 173,370 | -9.1% | 4.97% | -13.8% |
| Q1 2017 | $5,997,000 | +13.6% | 190,630 | +6.7% | 5.76% | +19.4% |
| Q4 2016 | $5,281,000 | -2.3% | 178,665 | -0.9% | 4.82% | +2.8% |
| Q3 2016 | $5,403,000 | +34.9% | 180,230 | +26.6% | 4.69% | -0.5% |
| Q3 2015 | $4,006,000 | -28.0% | 142,413 | -17.2% | 4.72% | -3.6% |
| Q2 2015 | $5,562,000 | -10.4% | 172,050 | -6.8% | 4.89% | +3.3% |
| Q1 2015 | $6,209,000 | +44.5% | 184,575 | +44.7% | 4.74% | +48.8% |
| Q4 2014 | $4,297,000 | – | 127,560 | – | 3.18% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 416,375 | $13,107,000 | 6.49% |
| Chicago Wealth Management, Inc. | 221,158 | $6,962,000 | 5.53% |
| Fountainhead AM, LLC | 250,504 | $7,886,000 | 4.19% |
| COWA, LLC | 178,695 | $5,725,000 | 3.44% |
| Berkeley Capital Partners, LLC | 225,003 | $7,083,000 | 3.42% |
| Wilshire Advisors LLC | 91,678 | $2,886,000 | 2.73% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,269,000 | 2.72% |
| Sterling Financial Planning, Inc. | 114,657 | $3,609,000 | 2.57% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 113,549 | $3,575,000 | 2.08% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,081,004 | $34,030,000 | 1.80% |