ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 217 filers reported holding ISHARES TR in Q1 2014. The put-call ratio across all filers is 0.53 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2016 | $32,000 | -20.0% | 1,135 | -18.1% | 0.01% | -23.1% |
| Q1 2016 | $40,000 | 0.0% | 1,385 | 0.0% | 0.01% | +8.3% |
| Q4 2015 | $40,000 | +2.6% | 1,385 | 0.0% | 0.01% | 0.0% |
| Q3 2015 | $39,000 | -32.8% | 1,385 | -22.4% | 0.01% | -25.0% |
| Q2 2015 | $58,000 | -3.3% | 1,785 | 0.0% | 0.02% | 0.0% |
| Q1 2015 | $60,000 | 0.0% | 1,785 | 0.0% | 0.02% | 0.0% |
| Q4 2014 | $60,000 | -10.4% | 1,785 | -4.3% | 0.02% | -11.1% |
| Q3 2014 | $67,000 | -9.5% | 1,865 | 0.0% | 0.02% | -10.0% |
| Q2 2014 | $74,000 | +2.8% | 1,865 | 0.0% | 0.02% | 0.0% |
| Q1 2014 | $72,000 | +1.4% | 1,865 | 0.0% | 0.02% | -4.8% |
| Q4 2013 | $71,000 | +4.4% | 1,865 | 0.0% | 0.02% | -8.7% |
| Q3 2013 | $68,000 | -50.0% | 1,865 | -56.6% | 0.02% | -4.2% |
| Q2 2013 | $136,000 | – | 4,300 | – | 0.02% | – |
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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% |