ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $666,751 | +16.8% | 24,549 | -3.1% | 0.06% | +7.8% |
| Q3 2022 | $571,000 | +47.5% | 25,323 | +77.7% | 0.05% | +54.5% |
| Q2 2022 | $387,000 | -14.6% | 14,252 | 0.0% | 0.03% | -5.7% |
| Q1 2022 | $453,000 | +67.8% | 14,252 | +64.4% | 0.04% | +75.0% |
| Q4 2021 | $270,000 | -35.9% | 8,668 | -37.3% | 0.02% | -41.2% |
| Q3 2021 | $421,000 | +53.6% | 13,831 | +63.6% | 0.03% | +54.5% |
| Q2 2021 | $274,000 | -52.2% | 8,456 | -53.6% | 0.02% | -56.0% |
| Q1 2021 | $573,000 | -46.0% | 18,211 | -47.6% | 0.05% | +4.2% |
| Q4 2020 | $1,061,000 | +150.8% | 34,777 | +105.1% | 0.05% | +11.6% |
| Q3 2020 | $423,000 | -9.0% | 16,952 | -8.3% | 0.04% | -14.0% |
| Q2 2020 | $465,000 | -53.5% | 18,496 | -58.3% | 0.05% | -61.2% |
| Q1 2020 | $1,001,000 | -31.2% | 44,310 | +2.2% | 0.13% | -19.9% |
| Q4 2019 | $1,456,000 | +6.3% | 43,376 | -2.7% | 0.16% | -2.4% |
| Q3 2019 | $1,370,000 | +27.2% | 44,570 | +27.1% | 0.16% | +28.9% |
| Q2 2019 | $1,077,000 | -7.2% | 35,055 | -6.8% | 0.13% | -4.5% |
| Q1 2019 | $1,161,000 | +2.1% | 37,618 | -5.0% | 0.13% | -8.8% |
| Q4 2018 | $1,137,000 | -29.7% | 39,597 | -20.1% | 0.15% | -23.4% |
| Q3 2018 | $1,617,000 | -5.7% | 49,566 | -7.3% | 0.19% | -9.4% |
| Q2 2018 | $1,715,000 | -2.4% | 53,496 | +0.5% | 0.21% | -3.2% |
| Q1 2018 | $1,757,000 | +5.5% | 53,230 | +8.0% | 0.22% | +10.1% |
| Q4 2017 | $1,666,000 | -7.3% | 49,306 | -7.4% | 0.20% | -10.8% |
| Q3 2017 | $1,797,000 | +21.2% | 53,240 | +17.4% | 0.22% | +18.0% |
| Q2 2017 | $1,483,000 | +11.8% | 45,333 | +7.6% | 0.19% | +9.9% |
| Q1 2017 | $1,326,000 | +7.5% | 42,138 | +1.0% | 0.17% | -9.5% |
| Q4 2016 | $1,233,000 | +9.2% | 41,712 | +10.8% | 0.19% | +11.8% |
| Q3 2016 | $1,129,000 | +11.3% | 37,649 | +6.3% | 0.17% | +8.3% |
| Q2 2016 | $1,014,000 | +365.1% | 35,403 | +371.0% | 0.16% | +348.6% |
| Q1 2016 | $218,000 | – | 7,516 | – | 0.04% | – |
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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% |