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 ↓ |
|---|---|---|---|
| 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% |