ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 258 filers reported holding ISHARES TR in Q4 2014. The put-call ratio across all filers is 1.27 and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2021 | $773,000 | +23.7% | 25,404 | +31.7% | 0.00% | – |
| Q2 2021 | $625,000 | +122.4% | 19,289 | +96.8% | 0.00% | – |
| Q4 2015 | $281,000 | -5.4% | 9,800 | -7.3% | 0.00% | -100.0% |
| Q3 2015 | $297,000 | -8.3% | 10,574 | +5.4% | 0.00% | 0.0% |
| Q2 2015 | $324,000 | -78.0% | 10,033 | -77.0% | 0.00% | -66.7% |
| Q1 2015 | $1,470,000 | -35.5% | 43,703 | -31.4% | 0.00% | -40.0% |
| Q3 2014 | $2,279,000 | -44.9% | 63,664 | -38.6% | 0.01% | -44.4% |
| Q2 2014 | $4,133,000 | +146.6% | 103,608 | +138.9% | 0.01% | +125.0% |
| Q1 2014 | $1,676,000 | -34.0% | 43,375 | -35.2% | 0.00% | -33.3% |
| Q4 2013 | $2,541,000 | – | 66,980 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Chicago Wealth Management, Inc. | 339,699 | $11,404,000 | 10.97% |
| First National Bank of Hutchinson | 778,373 | $26,130,000 | 10.40% |
| Independence Wealth Advisors, Inc. | 318,937 | $10,707,000 | 10.40% |
| Round Table Services, LLC | 933,202 | $31,328,000 | 8.68% |
| MONETA GROUP INVESTMENT ADVISORS LLC | 2,834,823 | $95,165,000 | 7.98% |
| Altus Wealth Management, LLC | 219,330 | $7,363,000 | 7.21% |
| Argent Advisors, Inc. | 164,315 | $5,529,000 | 4.14% |
| FUKOKU MUTUAL LIFE INSURANCE Co | 898,000 | $30,146,000 | 3.29% |
| Wealth Advisors of Tampa Bay, LLC | 94,880 | $3,185,000 | 2.93% |
| Murphy, Middleton, Hinkle & Parker, Inc. | 123,391 | $4,142,000 | 2.76% |