ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $292,862 | -3.5% | 11,530 | 0.0% | 0.04% | +2.6% |
| Q2 2023 | $303,585 | +78.7% | 11,530 | +86.6% | 0.04% | +77.3% |
| Q1 2023 | $169,888 | +849340.0% | 6,180 | +752.4% | 0.02% | +633.3% |
| Q4 2022 | $20 | -99.9% | 725 | 0.0% | 0.00% | +50.0% |
| Q3 2022 | $16,000 | -20.0% | 725 | 0.0% | 0.00% | -33.3% |
| Q2 2022 | $20,000 | -13.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2022 | $23,000 | 0.0% | 725 | 0.0% | 0.00% | +50.0% |
| Q4 2021 | $23,000 | +4.5% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -4.3% | 725 | 0.0% | 0.00% | -33.3% |
| Q2 2021 | $23,000 | 0.0% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2021 | $23,000 | +9.5% | 725 | 0.0% | 0.00% | +50.0% |
| Q4 2020 | $21,000 | +16.7% | 725 | 0.0% | 0.00% | 0.0% |
| Q3 2020 | $18,000 | 0.0% | 725 | 0.0% | 0.00% | -33.3% |
| Q2 2020 | $18,000 | +12.5% | 725 | 0.0% | 0.00% | 0.0% |
| Q1 2020 | $16,000 | -83.5% | 725 | -74.8% | 0.00% | -75.0% |
| Q4 2019 | $97,000 | -23.0% | 2,875 | -29.8% | 0.01% | -29.4% |
| Q3 2019 | $126,000 | 0.0% | 4,095 | 0.0% | 0.02% | 0.0% |
| Q2 2019 | $126,000 | 0.0% | 4,095 | 0.0% | 0.02% | -5.6% |
| Q1 2019 | $126,000 | -9.4% | 4,095 | -15.1% | 0.02% | -18.2% |
| Q4 2018 | $139,000 | -44.4% | 4,826 | -37.1% | 0.02% | -37.1% |
| Q3 2018 | $250,000 | -41.2% | 7,676 | -42.1% | 0.04% | -42.6% |
| Q2 2018 | $425,000 | -0.5% | 13,247 | +2.3% | 0.06% | -1.6% |
| Q1 2018 | $427,000 | -2.3% | 12,947 | 0.0% | 0.06% | +3.3% |
| Q4 2017 | $437,000 | +10.1% | 12,947 | +10.2% | 0.06% | +3.4% |
| Q3 2017 | $397,000 | +3.4% | 11,747 | 0.0% | 0.06% | +1.8% |
| Q2 2017 | $384,000 | +3.8% | 11,747 | 0.0% | 0.06% | +1.8% |
| Q1 2017 | $370,000 | +3.1% | 11,747 | -3.3% | 0.06% | +7.7% |
| Q4 2016 | $359,000 | +49.6% | 12,147 | +51.7% | 0.05% | +48.6% |
| Q3 2016 | $240,000 | – | 8,005 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Curbstone Financial Management Corp | 21,910 | $613,261 | 0.14% |
| CHEMUNG CANAL TRUST CO | 21,067 | $589,664 | 0.12% |
| Fifth Third Wealth Advisors LLC | 9,943 | $278,305 | 0.09% |
| Fragasso Group Inc. | 30,863 | $863,857 | 0.08% |
| Lowe Wealth Advisors, LLC | 2,410 | $67,456 | 0.03% |
| Anchor Investment Management, LLC | 5,325 | $149,061 | 0.02% |
| Versant Capital Management, Inc | 1,489 | $41,677 | 0.01% |
| ST GERMAIN D J CO INC | 820 | $22,952 | 0.00% |