ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 282 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 1.48 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2017 | $349,000 | +2.6% | 10,657 | -1.3% | 0.09% | -3.4% |
| Q1 2017 | $340,000 | -40.5% | 10,794 | -44.1% | 0.09% | -43.7% |
| Q4 2016 | $571,000 | -5.6% | 19,323 | -4.3% | 0.16% | -8.1% |
| Q3 2016 | $605,000 | +22.2% | 20,196 | +16.7% | 0.17% | +26.5% |
| Q2 2016 | $495,000 | -31.8% | 17,306 | -30.9% | 0.14% | -31.0% |
| Q1 2016 | $726,000 | -47.7% | 25,042 | -48.2% | 0.20% | -45.3% |
| Q4 2015 | $1,387,000 | -4.9% | 48,330 | -6.8% | 0.36% | -5.0% |
| Q3 2015 | $1,459,000 | -18.5% | 51,877 | -6.4% | 0.38% | -21.7% |
| Q2 2015 | $1,791,000 | -48.1% | 55,408 | -45.9% | 0.48% | -43.2% |
| Q1 2015 | $3,448,000 | +6.4% | 102,503 | +6.5% | 0.85% | -2.0% |
| Q4 2014 | $3,241,000 | +1.4% | 96,202 | +7.8% | 0.87% | -10.0% |
| Q3 2014 | $3,195,000 | +80.2% | 89,271 | +100.9% | 0.97% | +52.8% |
| Q2 2014 | $1,773,000 | +15.2% | 44,439 | +11.6% | 0.63% | -3.1% |
| Q1 2014 | $1,539,000 | +8.5% | 39,830 | +6.6% | 0.65% | -19.7% |
| Q4 2013 | $1,418,000 | -20.0% | 37,378 | -23.6% | 0.81% | -21.6% |
| Q3 2013 | $1,773,000 | +84.5% | 48,896 | +66.0% | 1.04% | +95.1% |
| Q2 2013 | $961,000 | – | 29,453 | – | 0.53% | – |
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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% |