ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 177 filers reported holding ISHARES TR in Q3 2013. The put-call ratio across all filers is 0.56 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $267,000 | -40.4% | 7,955 | -45.4% | 0.03% | -46.2% |
| Q3 2019 | $448,000 | -25.0% | 14,562 | -25.0% | 0.05% | -21.2% |
| Q2 2019 | $597,000 | +49.6% | 19,428 | +50.4% | 0.07% | +43.5% |
| Q1 2019 | $399,000 | +4.7% | 12,920 | -2.7% | 0.05% | -6.1% |
| Q4 2018 | $381,000 | +73.2% | 13,275 | +97.0% | 0.05% | +81.5% |
| Q3 2018 | $220,000 | -26.2% | 6,740 | -23.9% | 0.03% | -79.9% |
| Q1 2015 | $298,000 | -41.9% | 8,858 | -41.8% | 0.13% | -52.1% |
| Q4 2014 | $513,000 | 0.0% | 15,233 | +6.3% | 0.28% | -2.8% |
| Q3 2014 | $513,000 | -5.5% | 14,329 | +5.3% | 0.29% | -5.0% |
| Q2 2014 | $543,000 | +16.0% | 13,604 | +12.2% | 0.30% | +4.8% |
| Q1 2014 | $468,000 | +7.6% | 12,123 | +5.8% | 0.29% | +1.8% |
| Q4 2013 | $435,000 | +13.6% | 11,459 | +8.5% | 0.28% | +13.1% |
| Q3 2013 | $383,000 | – | 10,557 | – | 0.25% | – |
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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% |