ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 252 filers reported holding ISHARES TR in Q1 2015. The put-call ratio across all filers is 1.77 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $363,000 | -42.6% | 11,220 | -40.3% | 0.25% | -43.1% |
| Q1 2015 | $632,000 | +0.2% | 18,797 | +0.3% | 0.44% | -4.2% |
| Q4 2014 | $631,000 | -7.1% | 18,737 | -1.2% | 0.46% | -9.2% |
| Q3 2014 | $679,000 | -8.7% | 18,972 | +1.7% | 0.50% | -7.2% |
| Q2 2014 | $744,000 | +4.6% | 18,652 | +1.3% | 0.54% | -1.6% |
| Q1 2014 | $711,000 | -1.5% | 18,410 | -3.2% | 0.55% | -5.3% |
| Q4 2013 | $722,000 | +3.9% | 19,025 | -0.8% | 0.58% | -4.4% |
| Q3 2013 | $695,000 | +14.9% | 19,175 | +0.9% | 0.61% | +6.1% |
| Q2 2013 | $605,000 | – | 19,000 | – | 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% |