ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $375,462 | -8.5% | 15,300 | -1.0% | 0.02% | -4.8% |
| Q2 2023 | $410,507 | -5.6% | 15,450 | 0.0% | 0.02% | -16.0% |
| Q1 2023 | $434,918 | -9.3% | 15,450 | -7.6% | 0.02% | -13.8% |
| Q4 2022 | $479,448 | +11.2% | 16,723 | -4.8% | 0.03% | -6.5% |
| Q3 2022 | $431,000 | -16.0% | 17,561 | -5.3% | 0.03% | -16.2% |
| Q2 2022 | $513,000 | -10.8% | 18,553 | -3.5% | 0.04% | -15.9% |
| Q1 2022 | $575,000 | -48.2% | 19,219 | -43.2% | 0.04% | -44.3% |
| Q4 2021 | $1,110,000 | +5.3% | 33,821 | 0.0% | 0.08% | +6.8% |
| Q3 2021 | $1,054,000 | -52.6% | 33,821 | -50.6% | 0.07% | -10.8% |
| Q2 2021 | $2,222,000 | +131.5% | 68,530 | +132.6% | 0.08% | +5.1% |
| Q1 2021 | $960,000 | – | 29,457 | – | 0.08% | – |
Download | ||||||
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% |