ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $92,436 | -3.5% | 3,639 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $95,820 | +0.1% | 3,639 | +4.5% | 0.01% | -18.2% |
| Q1 2023 | $95,697 | -15.7% | 3,481 | -16.7% | 0.01% | -15.4% |
| Q4 2022 | $113,521 | +20.8% | 4,180 | +0.2% | 0.01% | +8.3% |
| Q3 2022 | $94,000 | -26.0% | 4,173 | -10.7% | 0.01% | -20.0% |
| Q2 2022 | $127,000 | -19.6% | 4,673 | -6.0% | 0.02% | -11.8% |
| Q1 2022 | $158,000 | -12.2% | 4,969 | -13.8% | 0.02% | -19.0% |
| Q4 2021 | $180,000 | +20.0% | 5,767 | +17.3% | 0.02% | +10.5% |
| Q3 2021 | $150,000 | -5.7% | 4,917 | +0.1% | 0.02% | -5.0% |
| Q2 2021 | $159,000 | -6.5% | 4,914 | -9.2% | 0.02% | -16.7% |
| Q1 2021 | $170,000 | -32.8% | 5,412 | -37.0% | 0.02% | -36.8% |
| Q4 2020 | $253,000 | -9.6% | 8,588 | -23.5% | 0.04% | -28.3% |
| Q3 2020 | $280,000 | +89.2% | 11,227 | +90.9% | 0.05% | +76.7% |
| Q2 2020 | $148,000 | -3.9% | 5,881 | -13.9% | 0.03% | -21.1% |
| Q1 2020 | $154,000 | -30.9% | 6,830 | +2.6% | 0.04% | -36.7% |
| Q4 2019 | $223,000 | +11.5% | 6,657 | +2.3% | 0.06% | +7.1% |
| Q3 2019 | $200,000 | -5.2% | 6,508 | -5.4% | 0.06% | -12.5% |
| Q2 2019 | $211,000 | -0.5% | 6,878 | 0.0% | 0.06% | -19.0% |
| Q1 2019 | $212,000 | +6.0% | 6,878 | -1.4% | 0.08% | -7.1% |
| Q4 2018 | $200,000 | -24.0% | 6,978 | -13.5% | 0.08% | -30.9% |
| Q3 2018 | $263,000 | -20.1% | 8,068 | -21.5% | 0.12% | -25.5% |
| Q2 2018 | $329,000 | -34.1% | 10,277 | -32.1% | 0.16% | -40.6% |
| Q1 2018 | $499,000 | -32.7% | 15,126 | -31.0% | 0.28% | -36.1% |
| Q4 2017 | $741,000 | +2.9% | 21,920 | +2.7% | 0.44% | -1.6% |
| Q3 2017 | $720,000 | +6.7% | 21,340 | +3.4% | 0.44% | -0.7% |
| Q2 2017 | $675,000 | +29.8% | 20,640 | +24.8% | 0.44% | +16.8% |
| Q1 2017 | $520,000 | +75.7% | 16,535 | +65.2% | 0.38% | +48.8% |
| Q4 2016 | $296,000 | – | 10,011 | – | 0.26% | – |
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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% |