ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 369 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.70 and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $270,713 | +22.5% | 10,658 | +53.1% | 0.06% | +41.3% |
| Q1 2022 | $221,000 | +1.8% | 6,963 | 0.0% | 0.05% | +4.5% |
| Q4 2021 | $217,000 | +2.4% | 6,963 | 0.0% | 0.04% | -4.3% |
| Q3 2021 | $212,000 | -6.2% | 6,963 | 0.0% | 0.05% | -4.2% |
| Q2 2021 | $226,000 | -7.0% | 6,963 | -9.9% | 0.05% | -23.8% |
| Q1 2021 | $243,000 | +6.6% | 7,728 | 0.0% | 0.06% | +3.3% |
| Q4 2020 | $228,000 | -36.0% | 7,728 | -45.4% | 0.06% | -48.3% |
| Q2 2020 | $356,000 | +19.5% | 14,163 | +7.6% | 0.12% | -2.5% |
| Q1 2020 | $298,000 | -59.3% | 13,168 | -41.3% | 0.12% | -62.3% |
| Q3 2018 | $732,000 | +1.8% | 22,430 | 0.0% | 0.32% | +0.9% |
| Q2 2018 | $719,000 | +18.5% | 22,430 | +22.0% | 0.32% | +14.8% |
| Q1 2018 | $607,000 | +13.7% | 18,391 | +16.4% | 0.28% | +4.5% |
| Q4 2017 | $534,000 | – | 15,796 | – | 0.26% | – |
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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% |