ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,258,237 | -29.2% | 207,017 | -26.6% | 0.18% | -28.5% |
| Q2 2023 | $7,427,123 | +16.6% | 282,078 | +21.7% | 0.25% | +14.4% |
| Q1 2023 | $6,370,797 | +73.7% | 231,750 | +71.6% | 0.22% | +68.0% |
| Q4 2022 | $3,667,178 | +27.3% | 135,021 | +5.6% | 0.13% | +17.4% |
| Q3 2022 | $2,880,000 | +3.5% | 127,811 | +24.8% | 0.11% | +6.9% |
| Q2 2022 | $2,782,000 | +123.1% | 102,438 | +160.9% | 0.10% | +142.9% |
| Q1 2022 | $1,247,000 | +73.9% | 39,258 | +70.8% | 0.04% | +68.0% |
| Q4 2021 | $717,000 | +13.3% | 22,991 | +10.5% | 0.02% | 0.0% |
| Q3 2021 | $633,000 | +1.3% | 20,806 | +7.9% | 0.02% | 0.0% |
| Q2 2021 | $625,000 | – | 19,288 | – | 0.02% | – |
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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% |