ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 321 filers reported holding ISHARES TR in Q3 2017. The put-call ratio across all filers is 0.84 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2020 | $371,000 | -19.3% | 14,864 | -18.9% | 0.10% | -17.3% |
| Q2 2020 | $460,000 | -25.3% | 18,329 | -32.7% | 0.13% | -32.1% |
| Q1 2020 | $616,000 | -45.6% | 27,252 | -19.2% | 0.19% | -28.6% |
| Q4 2019 | $1,132,000 | -44.8% | 33,733 | -49.4% | 0.26% | +5.6% |
| Q3 2019 | $2,050,000 | +100.2% | 66,682 | +100.0% | 0.25% | +3.8% |
| Q2 2019 | $1,024,000 | -0.5% | 33,341 | 0.0% | 0.24% | -5.5% |
| Q1 2019 | $1,029,000 | +35.9% | 33,341 | +26.4% | 0.25% | +19.3% |
| Q4 2018 | $757,000 | -43.6% | 26,381 | -35.9% | 0.21% | -44.1% |
| Q3 2018 | $1,342,000 | -4.7% | 41,138 | -6.4% | 0.38% | -10.2% |
| Q2 2018 | $1,408,000 | -3.0% | 43,946 | 0.0% | 0.42% | -6.4% |
| Q1 2018 | $1,451,000 | +77.4% | 43,946 | +81.7% | 0.45% | +68.9% |
| Q4 2017 | $818,000 | +33.0% | 24,182 | +32.8% | 0.27% | +41.3% |
| Q3 2017 | $615,000 | – | 18,216 | – | 0.19% | – |
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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% |