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 | ||||
|---|---|---|---|---|---|---|
| Q1 2015 | $2,616,000 | +16.5% | 77,761 | +16.7% | 2.95% | -56.4% |
| Q4 2014 | $2,245,000 | -3.4% | 66,634 | +2.6% | 6.77% | -4.1% |
| Q3 2014 | $2,324,000 | -0.5% | 64,927 | +10.9% | 7.06% | -7.4% |
| Q2 2014 | $2,336,000 | +9.7% | 58,556 | +6.2% | 7.62% | -2.8% |
| Q1 2014 | $2,130,000 | +0.9% | 55,117 | -0.9% | 7.84% | -10.3% |
| Q4 2013 | $2,111,000 | +5.2% | 55,642 | +0.5% | 8.74% | +356.2% |
| Q3 2013 | $2,007,000 | +34.6% | 55,344 | +18.2% | 1.92% | -68.4% |
| Q2 2013 | $1,491,000 | – | 46,841 | – | 6.07% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 256,248 | $7,990,000 | 5.36% |
| Fountainhead AM, LLC | 324,535 | $10,119,000 | 4.40% |
| First National Bank of Hutchinson | 181,071 | $5,646,000 | 3.22% |
| Berkeley Capital Partners, LLC | 217,717 | $6,788,000 | 2.79% |
| Gunma Bank,Ltd. | 100,000 | $3,118,000 | 2.73% |
| COWA, LLC | 170,163 | $5,306,000 | 2.67% |
| Sterling Financial Planning, Inc. | 135,848 | $4,236,000 | 2.65% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $28,000,000 | 2.07% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 117,228 | $3,655,000 | 1.95% |
| AGILIS PARTNERS LLC | 121,247 | $3,780,000 | 1.89% |