ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 250 filers reported holding ISHARES TR in Q1 2016. The put-call ratio across all filers is 1.10 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2018 | $588,000 | -46.3% | 20,466 | -39.0% | 0.01% | -41.2% |
| Q3 2018 | $1,095,000 | +1.3% | 33,551 | -0.5% | 0.02% | -10.5% |
| Q2 2018 | $1,081,000 | -14.0% | 33,725 | -11.4% | 0.02% | -13.6% |
| Q1 2018 | $1,257,000 | -2.0% | 38,065 | +0.2% | 0.02% | -12.0% |
| Q3 2017 | $1,283,000 | +165.6% | 37,990 | +157.6% | 0.02% | +150.0% |
| Q2 2017 | $483,000 | +5.5% | 14,750 | +1.3% | 0.01% | +11.1% |
| Q1 2017 | $458,000 | -6.0% | 14,564 | -11.7% | 0.01% | -10.0% |
| Q4 2016 | $487,000 | +2.5% | 16,487 | +4.1% | 0.01% | -9.1% |
| Q3 2016 | $475,000 | +12.6% | 15,841 | +7.5% | 0.01% | +10.0% |
| Q2 2016 | $422,000 | +17.9% | 14,738 | +19.5% | 0.01% | +11.1% |
| Q1 2016 | $358,000 | +8.2% | 12,333 | +7.0% | 0.01% | +12.5% |
| Q4 2015 | $331,000 | +4.7% | 11,530 | +2.7% | 0.01% | -11.1% |
| Q3 2015 | $316,000 | -43.4% | 11,225 | -35.0% | 0.01% | -40.0% |
| Q2 2015 | $558,000 | -0.4% | 17,256 | +3.6% | 0.02% | 0.0% |
| Q1 2015 | $560,000 | +22.8% | 16,652 | +22.9% | 0.02% | +25.0% |
| Q4 2014 | $456,000 | -12.3% | 13,547 | -6.7% | 0.01% | -20.0% |
| Q3 2014 | $520,000 | -32.9% | 14,522 | -25.2% | 0.02% | -34.8% |
| Q2 2014 | $775,000 | +19.0% | 19,424 | +15.3% | 0.02% | +15.0% |
| Q1 2014 | $651,000 | +8.5% | 16,853 | +6.6% | 0.02% | +11.1% |
| Q4 2013 | $600,000 | +70.5% | 15,808 | +63.0% | 0.02% | +50.0% |
| Q3 2013 | $352,000 | +47.3% | 9,696 | +29.2% | 0.01% | +33.3% |
| Q2 2013 | $239,000 | – | 7,504 | – | 0.01% | – |
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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% |