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 | $349,000 | +2.6% | 10,657 | -1.3% | 0.09% | -3.4% |
| Q1 2017 | $340,000 | -40.5% | 10,794 | -44.1% | 0.09% | -43.7% |
| Q4 2016 | $571,000 | -5.6% | 19,323 | -4.3% | 0.16% | -8.1% |
| Q3 2016 | $605,000 | +22.2% | 20,196 | +16.7% | 0.17% | +26.5% |
| Q2 2016 | $495,000 | -31.8% | 17,306 | -30.9% | 0.14% | -31.0% |
| Q1 2016 | $726,000 | -47.7% | 25,042 | -48.2% | 0.20% | -45.3% |
| Q4 2015 | $1,387,000 | -4.9% | 48,330 | -6.8% | 0.36% | -5.0% |
| Q3 2015 | $1,459,000 | -18.5% | 51,877 | -6.4% | 0.38% | -21.7% |
| Q2 2015 | $1,791,000 | -48.1% | 55,408 | -45.9% | 0.48% | -43.2% |
| Q1 2015 | $3,448,000 | +6.4% | 102,503 | +6.5% | 0.85% | -2.0% |
| Q4 2014 | $3,241,000 | +1.4% | 96,202 | +7.8% | 0.87% | -10.0% |
| Q3 2014 | $3,195,000 | +80.2% | 89,271 | +100.9% | 0.97% | +52.8% |
| Q2 2014 | $1,773,000 | +15.2% | 44,439 | +11.6% | 0.63% | -3.1% |
| Q1 2014 | $1,539,000 | +8.5% | 39,830 | +6.6% | 0.65% | -19.7% |
| Q4 2013 | $1,418,000 | -20.0% | 37,378 | -23.6% | 0.81% | -21.6% |
| Q3 2013 | $1,773,000 | +84.5% | 48,896 | +66.0% | 1.04% | +95.1% |
| Q2 2013 | $961,000 | – | 29,453 | – | 0.53% | – |
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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% |