ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,173,325 | -31.1% | 85,564 | -28.6% | 0.19% | -28.4% |
| Q2 2023 | $3,154,991 | +12.7% | 119,825 | +17.7% | 0.26% | +9.2% |
| Q1 2023 | $2,799,553 | +74.0% | 101,839 | +71.9% | 0.24% | +64.8% |
| Q4 2022 | $1,608,658 | +330.1% | 59,229 | +256.8% | 0.14% | +314.3% |
| Q3 2022 | $374,000 | -16.5% | 16,601 | +0.8% | 0.04% | -12.5% |
| Q2 2022 | $448,000 | -30.0% | 16,477 | -18.2% | 0.04% | -20.0% |
| Q1 2022 | $640,000 | -2.1% | 20,142 | -4.0% | 0.05% | +2.0% |
| Q4 2021 | $654,000 | -4.5% | 20,972 | -6.8% | 0.05% | -10.9% |
| Q3 2021 | $685,000 | -31.8% | 22,510 | -27.4% | 0.06% | -35.3% |
| Q2 2021 | $1,004,000 | +26.8% | 30,998 | +23.2% | 0.08% | +19.7% |
| Q1 2021 | $792,000 | +27.1% | 25,169 | +19.1% | 0.07% | +20.3% |
| Q4 2020 | $623,000 | +9.5% | 21,126 | -7.4% | 0.06% | 0.0% |
| Q3 2020 | $569,000 | -11.5% | 22,826 | -10.8% | 0.06% | -16.9% |
| Q2 2020 | $643,000 | -51.9% | 25,584 | -56.8% | 0.07% | -59.2% |
| Q1 2020 | $1,337,000 | -64.1% | 59,156 | -46.7% | 0.17% | -55.4% |
| Q4 2019 | $3,724,000 | +12.5% | 110,931 | +3.0% | 0.39% | +5.4% |
| Q3 2019 | $3,311,000 | -2.2% | 107,726 | -2.3% | 0.37% | -4.1% |
| Q2 2019 | $3,387,000 | -12.1% | 110,249 | -11.7% | 0.39% | -15.5% |
| Q1 2019 | $3,855,000 | -18.8% | 124,916 | -24.5% | 0.46% | -25.4% |
| Q4 2018 | $4,748,000 | -52.1% | 165,359 | -45.5% | 0.61% | -45.3% |
| Q3 2018 | $9,907,000 | -4.5% | 303,603 | -6.2% | 1.12% | -9.5% |
| Q2 2018 | $10,375,000 | -13.1% | 323,713 | -10.5% | 1.24% | -11.3% |
| Q1 2018 | $11,936,000 | -8.8% | 361,596 | -6.7% | 1.39% | -8.8% |
| Q4 2017 | $13,089,000 | +2.6% | 387,363 | +2.5% | 1.53% | -1.6% |
| Q3 2017 | $12,756,000 | +38.0% | 377,830 | +33.8% | 1.55% | +32.8% |
| Q2 2017 | $9,242,000 | +176.6% | 282,483 | +166.0% | 1.17% | +172.5% |
| Q1 2017 | $3,341,000 | +72.8% | 106,189 | +62.4% | 0.43% | +63.7% |
| Q4 2016 | $1,933,000 | +17.0% | 65,397 | +18.6% | 0.26% | +16.4% |
| Q3 2016 | $1,652,000 | -44.6% | 55,134 | -47.1% | 0.22% | -48.2% |
| Q2 2016 | $2,984,000 | +148.5% | 104,218 | +151.6% | 0.43% | +139.8% |
| Q1 2016 | $1,201,000 | +32.0% | 41,423 | +30.8% | 0.18% | +31.2% |
| Q4 2015 | $910,000 | – | 31,680 | – | 0.14% | – |
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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% |