ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 255 filers reported holding ISHARES TR in Q2 2015. The put-call ratio across all filers is 2.49 and the average weighting 0.5%.
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 | 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% |