ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2015 | $331,000 | -4.9% | 10,359 | 0.0% | 1.04% | -3.4% |
| Q1 2015 | $348,000 | -0.3% | 10,359 | 0.0% | 1.07% | +1.6% |
| Q4 2014 | $349,000 | -45.9% | 10,359 | -42.5% | 1.05% | -11.6% |
| Q3 2014 | $645,000 | -73.9% | 18,022 | -70.9% | 1.19% | -38.4% |
| Q2 2014 | $2,472,000 | +35.4% | 61,976 | +31.2% | 1.94% | +26.8% |
| Q1 2014 | $1,826,000 | +4.6% | 47,250 | 0.0% | 1.53% | +12.3% |
| Q4 2013 | $1,746,000 | -90.3% | 47,250 | -90.5% | 1.36% | -56.4% |
| Q3 2013 | $18,002,000 | +14.2% | 496,481 | +0.3% | 3.12% | +17.1% |
| Q2 2013 | $15,762,000 | – | 495,181 | – | 2.66% | – |
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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% |