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 | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $658,000 | +11.0% | 19,610 | +1.7% | 0.02% | -14.3% |
| Q3 2019 | $593,000 | +3.0% | 19,291 | -3.5% | 0.02% | 0.0% |
| Q2 2019 | $576,000 | +2.9% | 19,991 | +10.1% | 0.02% | -12.5% |
| Q1 2019 | $560,000 | +2.8% | 18,157 | -4.3% | 0.02% | 0.0% |
| Q4 2018 | $545,000 | -34.2% | 18,980 | -25.2% | 0.02% | -27.3% |
| Q3 2018 | $828,000 | -52.0% | 25,366 | -52.9% | 0.03% | -56.6% |
| Q2 2018 | $1,725,000 | -12.1% | 53,830 | -9.5% | 0.08% | -20.0% |
| Q1 2018 | $1,963,000 | -30.5% | 59,460 | -28.9% | 0.10% | -32.1% |
| Q4 2017 | $2,826,000 | +61.2% | 83,626 | +61.1% | 0.14% | +47.4% |
| Q3 2017 | $1,753,000 | +3.9% | 51,917 | +0.7% | 0.10% | -7.8% |
| Q2 2017 | $1,687,000 | +6.4% | 51,562 | +2.3% | 0.10% | 0.0% |
| Q1 2017 | $1,586,000 | +7.1% | 50,406 | +0.6% | 0.10% | -8.8% |
| Q4 2016 | $1,481,000 | +3.6% | 50,102 | +5.1% | 0.11% | -13.7% |
| Q3 2016 | $1,430,000 | +1.3% | 47,690 | -4.4% | 0.13% | -13.8% |
| Q2 2016 | $1,412,000 | +144.3% | 49,906 | +150.2% | 0.15% | +130.3% |
| Q1 2016 | $578,000 | +3.8% | 19,945 | -4.6% | 0.07% | +8.2% |
| Q4 2015 | $557,000 | +68.3% | 20,915 | +77.5% | 0.06% | +32.6% |
| Q3 2015 | $331,000 | -1.2% | 11,784 | +13.8% | 0.05% | +17.9% |
| Q2 2015 | $335,000 | +17.5% | 10,357 | +22.2% | 0.04% | +21.9% |
| Q1 2015 | $285,000 | +11.3% | 8,476 | +11.6% | 0.03% | +18.5% |
| Q4 2014 | $256,000 | +0.4% | 7,598 | +6.7% | 0.03% | +3.8% |
| Q3 2014 | $255,000 | – | 7,119 | – | 0.03% | – |
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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% |