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 | ||||
|---|---|---|---|---|---|---|
| Q1 2016 | $945,000 | +2.2% | 32,609 | +1.2% | 0.15% | +3.4% |
| Q4 2015 | $925,000 | +4.5% | 32,226 | +2.5% | 0.15% | +0.7% |
| Q3 2015 | $885,000 | -13.0% | 31,445 | 0.0% | 0.15% | -15.4% |
| Q2 2015 | $1,017,000 | -2.3% | 31,445 | +1.6% | 0.18% | +2.3% |
| Q1 2015 | $1,041,000 | +0.5% | 30,942 | +0.7% | 0.17% | +5.6% |
| Q4 2014 | $1,036,000 | -3.8% | 30,741 | +2.2% | 0.16% | -3.6% |
| Q3 2014 | $1,077,000 | -8.3% | 30,088 | +2.2% | 0.17% | -5.6% |
| Q2 2014 | $1,174,000 | +4.3% | 29,443 | +1.1% | 0.18% | -4.8% |
| Q1 2014 | $1,126,000 | +1.9% | 29,135 | 0.0% | 0.19% | -3.6% |
| Q4 2013 | $1,105,000 | +4.6% | 29,135 | 0.0% | 0.19% | -3.0% |
| Q3 2013 | $1,056,000 | +1.5% | 29,135 | -10.8% | 0.20% | -2.9% |
| Q2 2013 | $1,040,000 | – | 32,674 | – | 0.21% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Eagle Bluffs Wealth Management LLC | 348,672 | $9,033,491 | 6.94% |
| FORTE ASSET MANAGEMENT LLC | 335,587 | $8,694,538 | 5.84% |
| COWA, LLC | 305,044 | $7,749,557 | 5.23% |
| Gunma Bank,Ltd. | 246,000 | $6,248 | 4.55% |
| Johnson & White Wealth Management, LLC | 181,695 | $4,615 | 4.17% |
| Fountainhead AM, LLC | 470,482 | $11,950,230 | 4.16% |
| Operose Advisors LLC | 371,519 | $9,436,578 | 3.74% |
| GDS Wealth Management | 859,564 | $21,832,926 | 3.43% |
| Kerntke Otto McGlone Wealth Management Group | 127,836 | $3,247,059 | 3.35% |
| Key Bridge Compliance, LLC | 398,018 | $10,109,645 | 3.16% |