ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2020 | $242,000 | +7.6% | 9,635 | -3.2% | 0.08% | -8.8% |
| Q1 2020 | $225,000 | -24.5% | 9,955 | +12.1% | 0.09% | -26.6% |
| Q4 2019 | $298,000 | +10.8% | 8,883 | +1.5% | 0.12% | +3.3% |
| Q3 2019 | $269,000 | +1.5% | 8,749 | +1.4% | 0.12% | +0.8% |
| Q2 2019 | $265,000 | +3.5% | 8,624 | +4.0% | 0.12% | +0.8% |
| Q1 2019 | $256,000 | +9.4% | 8,291 | +1.9% | 0.12% | -9.9% |
| Q4 2018 | $234,000 | -22.8% | 8,139 | -12.4% | 0.13% | -12.1% |
| Q3 2018 | $303,000 | +3.8% | 9,288 | +1.9% | 0.15% | -3.2% |
| Q2 2018 | $292,000 | -2.0% | 9,119 | +0.9% | 0.15% | -3.1% |
| Q1 2018 | $298,000 | +10.4% | 9,035 | +12.9% | 0.16% | +12.0% |
| Q4 2017 | $270,000 | +16.4% | 8,000 | +16.3% | 0.14% | +10.9% |
| Q3 2017 | $232,000 | +3.1% | 6,881 | 0.0% | 0.13% | 0.0% |
| Q2 2017 | $225,000 | -3.0% | 6,881 | -6.6% | 0.13% | -8.6% |
| Q1 2017 | $232,000 | – | 7,364 | – | 0.14% | – |
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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% |