ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 283 filers reported holding ISHARES TR in Q1 2017. The put-call ratio across all filers is 2.04 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2018 | $1,924,000 | +5.8% | 58,967 | +4.0% | 0.55% | +14.7% |
| Q2 2018 | $1,818,000 | +1.3% | 56,712 | +4.4% | 0.48% | -4.8% |
| Q1 2018 | $1,794,000 | -3.4% | 54,346 | -1.1% | 0.50% | +3.1% |
| Q4 2017 | $1,857,000 | +2.9% | 54,956 | +2.9% | 0.48% | -1.4% |
| Q3 2017 | $1,804,000 | -49.9% | 53,431 | -51.5% | 0.49% | -0.2% |
| Q2 2017 | $3,602,000 | +108.8% | 110,112 | +100.8% | 0.49% | -43.1% |
| Q1 2017 | $1,725,000 | +10.4% | 54,842 | +3.8% | 0.87% | -17.0% |
| Q4 2016 | $1,562,000 | -8.4% | 52,840 | -7.2% | 1.04% | -4.5% |
| Q3 2016 | $1,706,000 | +7.1% | 56,913 | +2.3% | 1.09% | +18.6% |
| Q2 2016 | $1,593,000 | -5.0% | 55,637 | -3.8% | 0.92% | -25.2% |
| Q1 2016 | $1,676,000 | +13.3% | 57,815 | +12.3% | 1.23% | +15.6% |
| Q4 2015 | $1,479,000 | – | 51,500 | – | 1.07% | – |
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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% |