ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,248 | +9.9% | 246,000 | +13.9% | 4.55% | +18.2% |
| Q2 2023 | $5,687 | -4.2% | 216,000 | 0.0% | 3.85% | +47.5% |
| Q1 2023 | $5,938 | +337.3% | 216,000 | +332.0% | 2.61% | +287.5% |
| Q4 2022 | $1,358 | -100.0% | 50,000 | -66.9% | 0.67% | -67.5% |
| Q3 2022 | $3,402,000 | +3.5% | 151,000 | +24.8% | 2.08% | +49.2% |
| Q2 2022 | $3,286,000 | +5.4% | 121,000 | +21.0% | 1.39% | -49.0% |
| Q4 2021 | $3,118,000 | +14.5% | 100,000 | +19.0% | 2.73% | +51.6% |
| Q2 2021 | $2,722,000 | – | 84,000 | – | 1.80% | – |
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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% |