ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $533,674 | +103.1% | 19,414 | +100.7% | 0.02% | -5.3% |
| Q4 2022 | $262,768 | +21.1% | 9,675 | +0.6% | 0.02% | +5.6% |
| Q3 2022 | $217,000 | -27.7% | 9,621 | +2.0% | 0.02% | -14.3% |
| Q1 2022 | $300,000 | +2.4% | 9,432 | +0.5% | 0.02% | 0.0% |
| Q4 2021 | $293,000 | +3.2% | 9,389 | +0.4% | 0.02% | 0.0% |
| Q3 2021 | $284,000 | -5.6% | 9,352 | +0.8% | 0.02% | -8.7% |
| Q2 2021 | $301,000 | +3.4% | 9,280 | +0.5% | 0.02% | -8.0% |
| Q1 2021 | $291,000 | – | 9,235 | – | 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% |