ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 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 | $2,262,055 | -0.8% | 89,057 | +2.8% | 0.07% | +1.4% |
| Q2 2023 | $2,280,717 | +15.7% | 86,620 | +20.8% | 0.07% | +7.8% |
| Q1 2023 | $1,971,446 | +30.7% | 71,715 | +29.2% | 0.06% | +23.1% |
| Q4 2022 | $1,508,104 | +20.6% | 55,527 | +0.1% | 0.05% | -10.3% |
| Q3 2022 | $1,250,000 | -12.1% | 55,488 | +6.0% | 0.06% | -13.4% |
| Q2 2022 | $1,422,000 | -24.1% | 52,363 | -11.2% | 0.07% | -16.2% |
| Q1 2022 | $1,873,000 | -9.7% | 58,980 | -11.4% | 0.08% | -1.2% |
| Q4 2021 | $2,075,000 | +1.4% | 66,549 | -1.1% | 0.08% | -18.2% |
| Q3 2021 | $2,047,000 | -1.4% | 67,277 | +4.9% | 0.10% | -10.0% |
| Q2 2021 | $2,077,000 | +10.7% | 64,112 | +7.6% | 0.11% | +2.8% |
| Q1 2021 | $1,876,000 | +18.4% | 59,597 | +10.8% | 0.11% | +10.3% |
| Q4 2020 | $1,585,000 | +366.2% | 53,781 | +294.4% | 0.10% | +304.2% |
| Q3 2020 | $340,000 | -17.7% | 13,635 | -3.5% | 0.02% | -82.1% |
| Q2 2016 | $413,000 | – | 14,136 | – | 0.13% | – |
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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% |