ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,464,558 | -1.4% | 57,660 | +2.2% | 0.02% | 0.0% |
| Q2 2023 | $1,485,881 | -2.0% | 56,433 | +2.3% | 0.02% | -8.0% |
| Q1 2023 | $1,516,266 | -45.0% | 55,157 | -45.6% | 0.02% | -50.0% |
| Q4 2022 | $2,755,056 | +76.9% | 101,438 | +46.7% | 0.05% | +22.0% |
| Q3 2022 | $1,557,000 | +65.3% | 69,128 | +99.3% | 0.04% | +95.2% |
| Q2 2022 | $942,000 | +93.4% | 34,679 | +126.3% | 0.02% | +110.0% |
| Q1 2022 | $487,000 | -9.3% | 15,323 | -11.0% | 0.01% | -9.1% |
| Q4 2021 | $537,000 | -41.1% | 17,215 | -42.6% | 0.01% | -38.9% |
| Q3 2021 | $912,000 | +41.0% | 29,981 | +50.1% | 0.02% | +20.0% |
| Q2 2021 | $647,000 | -0.3% | 19,968 | -3.1% | 0.02% | -16.7% |
| Q1 2021 | $649,000 | -5.5% | 20,608 | -11.6% | 0.02% | -18.2% |
| Q4 2020 | $687,000 | -5.5% | 23,311 | -20.1% | 0.02% | -18.5% |
| Q3 2020 | $727,000 | +24.1% | 29,161 | +25.1% | 0.03% | +8.0% |
| Q2 2020 | $586,000 | +9.5% | 23,317 | -1.5% | 0.02% | -13.8% |
| Q1 2020 | $535,000 | -33.5% | 23,683 | -0.9% | 0.03% | -14.7% |
| Q4 2019 | $804,000 | +36.7% | 23,895 | +25.2% | 0.03% | +30.8% |
| Q3 2019 | $588,000 | -1.3% | 19,083 | -1.4% | 0.03% | 0.0% |
| Q2 2019 | $596,000 | +12.0% | 19,346 | +12.5% | 0.03% | 0.0% |
| Q1 2019 | $532,000 | -9.5% | 17,191 | -15.7% | 0.03% | -23.5% |
| Q4 2018 | $588,000 | -85.7% | 20,398 | -83.8% | 0.03% | -83.2% |
| Q3 2018 | $4,113,000 | +27.9% | 126,065 | +25.5% | 0.20% | +9.2% |
| Q2 2018 | $3,215,000 | +2.0% | 100,442 | +5.2% | 0.18% | -2.6% |
| Q1 2018 | $3,153,000 | -8.0% | 95,485 | -5.8% | 0.19% | -9.1% |
| Q4 2017 | $3,429,000 | +4.9% | 101,415 | +4.7% | 0.21% | +6.1% |
| Q3 2017 | $3,270,000 | +4.2% | 96,874 | +1.1% | 0.20% | 0.0% |
| Q2 2017 | $3,139,000 | +28.4% | 95,828 | +23.3% | 0.20% | +20.9% |
| Q1 2017 | $2,444,000 | +12.1% | 77,743 | +5.3% | 0.16% | -0.6% |
| Q4 2016 | $2,180,000 | +5.5% | 73,827 | +7.1% | 0.16% | +3.8% |
| Q3 2016 | $2,066,000 | +35.6% | 68,963 | +29.4% | 0.16% | +33.9% |
| Q2 2016 | $1,524,000 | +27.5% | 53,276 | +28.9% | 0.12% | +18.0% |
| Q1 2016 | $1,195,000 | -4.9% | 41,346 | -5.6% | 0.10% | -5.7% |
| Q4 2015 | $1,256,000 | -45.0% | 43,807 | -46.1% | 0.11% | -51.2% |
| Q3 2015 | $2,283,000 | +31.6% | 81,212 | +51.5% | 0.22% | +46.6% |
| Q2 2015 | $1,735,000 | +8.7% | 53,610 | +13.1% | 0.15% | +0.7% |
| Q1 2015 | $1,596,000 | +25.9% | 47,417 | +26.1% | 0.15% | +19.5% |
| Q4 2014 | $1,268,000 | +30.2% | 37,604 | +38.5% | 0.12% | +66.2% |
| Q3 2014 | $974,000 | +102.1% | 27,146 | +124.4% | 0.07% | +37.0% |
| Q2 2014 | $482,000 | – | 12,097 | – | 0.05% | – |
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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% |