CX Institutional - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
CX Institutional ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,009,683
-76.6%
79,121
-75.7%
0.11%
-75.0%
Q2 2023$8,574,495
-8.1%
325,655
-3.3%
0.44%
-10.7%
Q1 2023$9,333,551
+634.9%
336,865
+620.4%
0.50%
+545.5%
Q4 2022$1,270,040
-78.5%
46,761
-82.1%
0.08%
-81.2%
Q3 2022$5,895,000
+466.3%
261,671
+582.9%
0.41%
+417.7%
Q2 2022$1,041,000
-85.9%
38,320
-83.5%
0.08%
-86.6%
Q1 2022$7,373,000
+68.8%
232,154
+65.7%
0.59%
+70.0%
Q4 2021$4,368,000
+8.7%
140,076
+6.0%
0.35%
+5.8%
Q3 2021$4,020,000
-18.0%
132,151
-12.6%
0.33%
-18.6%
Q2 2021$4,901,000
+7.8%
151,280
+4.7%
0.40%
-0.7%
Q1 2021$4,547,000
+18088.0%
144,461
+17325.9%
0.41%
+20200.0%
Q4 2020$25,000
-78.1%
829
-81.9%
0.00%
-83.3%
Q3 2020$114,000
-98.4%
4,586
-98.4%
0.01%
-98.7%
Q2 2020$7,245,000
+22.6%
288,385
+10.3%
0.95%
-1.2%
Q1 2020$5,908,000
-21.7%
261,410
+16.3%
0.96%
-26.8%
Q4 2019$7,547,000
+3.9%
224,806
-4.9%
1.32%
+12.2%
Q3 2019$7,267,000
-4.8%
236,406
-4.8%
1.17%
-3.1%
Q2 2019$7,632,000
-19.8%
248,437
-19.4%
1.21%
-27.8%
Q1 2019$9,514,000
+1.6%
308,309
-5.5%
1.68%
-15.1%
Q4 2018$9,365,000
+52.7%
326,196
+73.6%
1.98%
-2.5%
Q3 2018$6,133,000
-30.0%
187,943
-30.6%
2.03%
-1.4%
Q2 2018$8,757,000270,6552.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders