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 | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $4,685,000 | +1007.6% | 207,300 | +1545.2% | 0.77% | +1143.5% |
| Q4 2019 | $423,000 | +37.8% | 12,600 | +26.0% | 0.06% | +31.9% |
| Q3 2019 | $307,000 | -97.0% | 10,000 | -96.7% | 0.05% | -97.7% |
| Q3 2017 | $10,255,000 | +14.6% | 303,750 | +11.0% | 2.04% | +0.6% |
| Q2 2017 | $8,952,000 | +445.5% | 273,600 | +399.8% | 2.03% | +219.0% |
| Q3 2016 | $1,641,000 | +105.9% | 54,740 | +97.3% | 0.64% | +95.7% |
| Q4 2015 | $797,000 | -34.7% | 27,750 | -35.6% | 0.32% | -33.9% |
| Q3 2015 | $1,221,000 | +194.2% | 43,100 | +235.4% | 0.49% | +241.7% |
| Q2 2015 | $415,000 | -3.9% | 12,850 | 0.0% | 0.14% | -6.5% |
| Q1 2015 | $432,000 | -0.2% | 12,850 | 0.0% | 0.15% | +0.7% |
| Q4 2014 | $433,000 | -5.9% | 12,850 | 0.0% | 0.15% | -13.6% |
| Q3 2014 | $460,000 | -10.3% | 12,850 | 0.0% | 0.18% | -9.7% |
| Q2 2014 | $513,000 | +3.2% | 12,850 | 0.0% | 0.20% | -1.5% |
| Q1 2014 | $497,000 | +1.8% | 12,850 | 0.0% | 0.20% | -8.3% |
| Q4 2013 | $488,000 | +4.7% | 12,850 | 0.0% | 0.22% | +0.5% |
| Q3 2013 | $466,000 | -38.9% | 12,850 | -46.1% | 0.22% | -44.0% |
| Q2 2013 | $763,000 | – | 23,850 | – | 0.39% | – |
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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% |