ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,412,178 | +1.6% | 94,968 | +5.3% | 0.01% | 0.0% |
| Q2 2023 | $2,374,812 | +22.6% | 90,194 | +28.0% | 0.01% | +16.7% |
| Q1 2023 | $1,937,686 | +7.0% | 70,487 | +5.7% | 0.01% | -7.7% |
| Q4 2022 | $1,811,315 | +48.5% | 66,691 | +23.2% | 0.01% | +30.0% |
| Q3 2022 | $1,220,000 | -23.8% | 54,143 | -8.1% | 0.01% | -23.1% |
| Q2 2022 | $1,600,000 | +42.3% | 58,919 | +66.4% | 0.01% | +62.5% |
| Q1 2022 | $1,124,000 | +58.8% | 35,403 | +55.9% | 0.01% | +60.0% |
| Q4 2021 | $708,000 | +2.5% | 22,712 | -0.0% | 0.01% | -16.7% |
| Q3 2021 | $691,000 | -7.6% | 22,722 | -1.6% | 0.01% | -14.3% |
| Q2 2021 | $748,000 | +1.1% | 23,082 | -1.9% | 0.01% | 0.0% |
| Q1 2021 | $740,000 | +48.3% | 23,519 | +39.0% | 0.01% | +16.7% |
| Q4 2020 | $499,000 | -4.4% | 16,917 | -19.2% | 0.01% | -14.3% |
| Q3 2020 | $522,000 | +8.5% | 20,930 | +9.2% | 0.01% | 0.0% |
| Q2 2020 | $481,000 | +62.0% | 19,162 | +45.9% | 0.01% | 0.0% |
| Q1 2020 | $297,000 | +12.9% | 13,136 | +53.6% | 0.01% | -12.5% |
| Q3 2019 | $263,000 | -55.9% | 8,552 | -55.9% | 0.01% | -55.6% |
| Q2 2019 | $596,000 | +51.7% | 19,405 | +52.3% | 0.02% | -33.3% |
| Q1 2019 | $393,000 | +46.1% | 12,739 | +36.1% | 0.03% | -41.3% |
| Q4 2018 | $269,000 | -13.2% | 9,360 | -1.5% | 0.05% | +170.6% |
| Q3 2018 | $310,000 | – | 9,500 | – | 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% |