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 | $1,587,856 | -7.8% | 62,514 | -4.4% | 0.24% | -0.4% |
| Q2 2023 | $1,722,482 | -21.6% | 65,419 | -18.2% | 0.24% | -27.0% |
| Q1 2023 | $2,197,303 | -4.6% | 79,931 | -5.8% | 0.33% | -7.2% |
| Q4 2022 | $2,304,200 | +189.1% | 84,838 | +139.8% | 0.36% | +169.9% |
| Q3 2022 | $797,000 | -19.2% | 35,386 | -2.5% | 0.13% | -17.4% |
| Q2 2022 | $986,000 | +69.4% | 36,306 | +98.2% | 0.16% | +98.8% |
| Q1 2022 | $582,000 | – | 18,322 | – | 0.08% | – |
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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% |