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 2015 | $1,270,000 | 0.0% | 37,750 | 0.0% | 1.14% | +2.2% |
| Q1 2015 | $1,270,000 | +31.6% | 37,750 | +31.8% | 1.11% | +29.9% |
| Q4 2014 | $965,000 | +7.6% | 28,650 | +14.4% | 0.86% | +1.8% |
| Q3 2014 | $897,000 | +55.7% | 25,050 | +73.4% | 0.84% | +52.2% |
| Q2 2014 | $576,000 | +51.2% | 14,450 | +46.7% | 0.55% | +48.0% |
| Q1 2014 | $381,000 | -32.8% | 9,850 | -34.1% | 0.37% | -32.9% |
| Q4 2013 | $567,000 | +6.8% | 14,950 | +2.0% | 0.56% | -2.6% |
| Q3 2013 | $531,000 | – | 14,650 | – | 0.57% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First National Bank of Hutchinson | 847,196 | $19,147,000 | 9.67% |
| Independence Wealth Advisors, Inc. | 327,116 | $7,393,000 | 8.89% |
| Camarda Financial Advisors, LLC | 38,798 | $877,000 | 4.43% |
| Round Table Services, LLC | 466,457 | $10,542,000 | 4.39% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 1,704,912 | $38,531,000 | 4.01% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $20,295,000 | 2.94% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 120,447 | $2,722,000 | 2.40% |
| Wealth Advisors of Tampa Bay, LLC | 94,088 | $2,126,000 | 2.38% |
| ACCURATE INVESTMENT SOLUTIONS, INC. | 125,502 | $2,836,000 | 2.30% |
| AGILIS PARTNERS LLC | 105,028 | $2,374,000 | 2.26% |