ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $904 | -5.0% | 35,572 | -1.6% | 0.39% | -2.2% |
| Q2 2023 | $952 | -6.4% | 36,142 | -2.3% | 0.40% | -8.0% |
| Q1 2023 | $1,017 | -1.8% | 37,010 | -3.0% | 0.44% | -4.0% |
| Q4 2022 | $1,036 | -99.9% | 38,151 | -3.3% | 0.45% | +3.7% |
| Q3 2022 | $889,000 | -14.2% | 39,463 | +3.5% | 0.44% | -9.9% |
| Q2 2022 | $1,036,000 | -14.5% | 38,138 | +0.0% | 0.49% | -5.3% |
| Q1 2022 | $1,211,000 | -58.5% | 38,128 | -59.3% | 0.51% | -21.2% |
| Q4 2021 | $2,920,000 | +109.9% | 93,632 | +104.7% | 0.65% | -2.1% |
| Q3 2021 | $1,391,000 | +224.2% | 45,737 | +245.3% | 0.66% | +229.2% |
| Q2 2021 | $429,000 | +3.4% | 13,247 | +0.4% | 0.20% | -5.6% |
| Q1 2021 | $415,000 | +4.8% | 13,188 | -1.8% | 0.21% | -3.6% |
| Q4 2020 | $396,000 | +16.8% | 13,425 | -1.2% | 0.22% | +1.4% |
| Q3 2020 | $339,000 | -38.6% | 13,594 | -38.1% | 0.22% | -39.3% |
| Q2 2020 | $552,000 | +11.3% | 21,977 | +0.1% | 0.36% | +1.4% |
| Q1 2020 | $496,000 | – | 21,951 | – | 0.36% | – |
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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% |