ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 233 filers reported holding ISHARES TR in Q2 2014. The put-call ratio across all filers is 1.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2016 | $288,000 | +4.7% | 9,600 | 0.0% | 0.16% | +3.9% |
| Q2 2016 | $275,000 | -1.1% | 9,600 | 0.0% | 0.15% | -3.8% |
| Q1 2016 | $278,000 | +0.7% | 9,600 | 0.0% | 0.16% | -1.2% |
| Q4 2015 | $276,000 | +2.2% | 9,600 | 0.0% | 0.16% | -3.6% |
| Q3 2015 | $270,000 | -12.9% | 9,600 | 0.0% | 0.17% | -7.2% |
| Q2 2015 | $310,000 | -4.0% | 9,600 | 0.0% | 0.18% | -1.6% |
| Q1 2015 | $323,000 | 0.0% | 9,600 | 0.0% | 0.18% | -0.5% |
| Q4 2014 | $323,000 | -6.1% | 9,600 | 0.0% | 0.18% | -8.9% |
| Q3 2014 | $344,000 | -10.2% | 9,600 | 0.0% | 0.20% | +1.0% |
| Q2 2014 | $383,000 | – | 9,600 | – | 0.20% | – |
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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% |