ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $348,329 | -34.8% | 13,229 | -31.9% | 0.04% | +27.6% |
| Q1 2023 | $534,384 | -16.0% | 19,439 | -17.0% | 0.03% | -23.7% |
| Q4 2022 | $636,265 | +24.5% | 23,427 | +3.4% | 0.04% | +8.6% |
| Q3 2022 | $511,000 | +65.4% | 22,661 | +99.1% | 0.04% | +66.7% |
| Q2 2022 | $309,000 | -16.5% | 11,380 | -2.1% | 0.02% | -4.5% |
| Q1 2022 | $370,000 | +15.6% | 11,630 | +13.6% | 0.02% | +10.0% |
| Q4 2021 | $320,000 | +4.9% | 10,241 | +2.2% | 0.02% | -4.8% |
| Q3 2021 | $305,000 | -13.6% | 10,023 | -8.1% | 0.02% | -16.0% |
| Q2 2021 | $353,000 | +18.5% | 10,908 | +15.2% | 0.02% | -3.8% |
| Q1 2021 | $298,000 | -5.1% | 9,466 | -11.2% | 0.03% | -7.1% |
| Q4 2020 | $314,000 | +11.0% | 10,660 | -6.3% | 0.03% | +47.4% |
| Q3 2020 | $283,000 | +73.6% | 11,379 | +114.5% | 0.02% | -26.9% |
| Q3 2019 | $163,000 | 0.0% | 5,305 | -0.2% | 0.03% | -18.8% |
| Q2 2019 | $163,000 | – | 5,313 | – | 0.03% | – |
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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% |