ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $332,655 | -39.3% | 13,097 | -37.1% | 0.09% | -33.1% |
| Q2 2023 | $547,996 | -2.1% | 20,813 | +2.2% | 0.13% | -9.7% |
| Q1 2023 | $559,595 | +3.2% | 20,356 | +1.9% | 0.14% | -5.9% |
| Q4 2022 | $542,479 | +20.0% | 19,973 | -0.4% | 0.15% | +5.5% |
| Q3 2022 | $451,903 | -17.8% | 20,058 | -0.9% | 0.14% | -15.7% |
| Q2 2022 | $550,000 | -18.4% | 20,240 | -4.6% | 0.17% | -1.7% |
| Q1 2022 | $674,000 | +0.4% | 21,207 | -1.4% | 0.18% | +1.7% |
| Q4 2021 | $671,000 | -37.2% | 21,510 | -38.8% | 0.17% | -46.4% |
| Q3 2021 | $1,069,000 | -7.5% | 35,134 | -1.5% | 0.32% | -3.9% |
| Q2 2021 | $1,156,000 | +3.5% | 35,672 | +0.5% | 0.33% | -13.7% |
| Q1 2021 | $1,117,000 | +5.1% | 35,478 | -1.6% | 0.39% | +2.9% |
| Q4 2020 | $1,063,000 | +22.0% | 36,066 | +3.2% | 0.38% | +9.9% |
| Q3 2020 | $871,000 | +1.6% | 34,938 | +2.4% | 0.34% | -10.5% |
| Q2 2020 | $857,000 | +14.3% | 34,125 | +2.9% | 0.38% | -8.4% |
| Q1 2020 | $750,000 | -33.1% | 33,177 | -0.6% | 0.42% | -12.4% |
| Q4 2019 | $1,121,000 | +11.7% | 33,391 | +2.3% | 0.48% | +7.4% |
| Q3 2019 | $1,004,000 | +3.9% | 32,648 | +3.8% | 0.44% | -0.4% |
| Q2 2019 | $966,000 | +2.0% | 31,441 | +2.4% | 0.44% | -3.5% |
| Q1 2019 | $947,000 | +8.5% | 30,695 | +1.0% | 0.46% | -13.0% |
| Q4 2018 | $873,000 | – | 30,405 | – | 0.53% | – |
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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% |