ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2020 | $3,040,000 | +2.3% | 134,525 | +51.9% | 1.18% | +34.7% |
| Q4 2019 | $2,973,000 | +14.5% | 88,558 | +4.8% | 0.88% | -1.9% |
| Q3 2019 | $2,597,000 | -18.3% | 84,477 | -18.3% | 0.90% | +5500.0% |
| Q2 2019 | $3,177,000 | -0.3% | 103,412 | +0.2% | 0.02% | -5.9% |
| Q1 2019 | $3,185,000 | +6.3% | 103,205 | -1.1% | 0.02% | -92.7% |
| Q4 2018 | $2,996,000 | -53.7% | 104,341 | -45.5% | 0.23% | -91.1% |
| Q1 2018 | $6,471,000 | -8.6% | 191,514 | -8.7% | 2.59% | -13.7% |
| Q4 2017 | $7,079,000 | +0.7% | 209,672 | -2.4% | 3.01% | +2.2% |
| Q2 2017 | $7,027,000 | – | 214,764 | – | 2.94% | – |
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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% |