ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $714,153 | -3.1% | 28,116 | +0.5% | 0.15% | -4.4% |
| Q2 2023 | $736,978 | -1.1% | 27,990 | +3.3% | 0.16% | -24.6% |
| Q1 2023 | $744,954 | +2.5% | 27,099 | +1.3% | 0.21% | -3.7% |
| Q4 2022 | $726,703 | +11.6% | 26,756 | -7.4% | 0.22% | +5.8% |
| Q3 2022 | $651,000 | -10.5% | 28,891 | +8.0% | 0.21% | +3.5% |
| Q2 2022 | $727,000 | -11.9% | 26,760 | +3.1% | 0.20% | -6.1% |
| Q1 2022 | $825,000 | +9.7% | 25,966 | +7.7% | 0.21% | +15.8% |
| Q4 2021 | $752,000 | – | 24,106 | – | 0.18% | – |
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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% |