ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,748,638 | -11.8% | 68,844 | -8.6% | 0.02% | -10.7% |
| Q2 2023 | $1,982,149 | +38.3% | 75,281 | +44.4% | 0.03% | +21.7% |
| Q1 2023 | $1,433,246 | +17.9% | 52,137 | +16.5% | 0.02% | +9.5% |
| Q4 2022 | $1,215,166 | -3.7% | 44,741 | -20.1% | 0.02% | -16.0% |
| Q3 2022 | $1,262,000 | +2.8% | 56,005 | +23.8% | 0.02% | +8.7% |
| Q2 2022 | $1,228,000 | -3.6% | 45,227 | +12.8% | 0.02% | +9.5% |
| Q1 2022 | $1,274,000 | +2.4% | 40,106 | +0.5% | 0.02% | +5.0% |
| Q4 2021 | $1,244,000 | +8.5% | 39,908 | +5.8% | 0.02% | 0.0% |
| Q3 2021 | $1,147,000 | +7.4% | 37,719 | +14.4% | 0.02% | +11.1% |
| Q2 2021 | $1,068,000 | +12.4% | 32,978 | +9.3% | 0.02% | -10.0% |
| Q1 2021 | $950,000 | -2.5% | 30,179 | -8.7% | 0.02% | -9.1% |
| Q4 2020 | $974,000 | +28.2% | 33,041 | +8.4% | 0.02% | +10.0% |
| Q3 2020 | $760,000 | -16.7% | 30,476 | -16.1% | 0.02% | -23.1% |
| Q2 2020 | $912,000 | -22.0% | 36,306 | -29.8% | 0.03% | -38.1% |
| Q1 2020 | $1,169,000 | -11.0% | 51,719 | +32.2% | 0.04% | +10.5% |
| Q4 2019 | $1,314,000 | – | 39,132 | – | 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% |