ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 247 filers reported holding ISHARES TR in Q3 2014. The put-call ratio across all filers is 1.35 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $331,739 | -12.0% | 13,061 | -8.7% | 0.04% | -11.8% |
| Q2 2023 | $376,797 | -1.6% | 14,310 | +2.7% | 0.05% | -8.9% |
| Q1 2023 | $382,994 | +9474.8% | 13,932 | +10957.1% | 0.06% | +2700.0% |
| Q4 2015 | $4,000 | -80.0% | 126 | -82.6% | 0.00% | -84.6% |
| Q3 2015 | $20,000 | -13.0% | 723 | 0.0% | 0.01% | -7.1% |
| Q2 2015 | $23,000 | -32.4% | 723 | -27.8% | 0.01% | -33.3% |
| Q1 2015 | $34,000 | 0.0% | 1,001 | +0.6% | 0.02% | -8.7% |
| Q4 2014 | $34,000 | -27.7% | 995 | -23.4% | 0.02% | -30.3% |
| Q3 2014 | $47,000 | -7.8% | 1,299 | +2.0% | 0.03% | -2.9% |
| Q2 2014 | $51,000 | +4.1% | 1,274 | +1.0% | 0.03% | -2.9% |
| Q1 2014 | $49,000 | – | 1,262 | – | 0.04% | – |
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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% |