ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $254,000 | -3.5% | 10,000 | 0.0% | 0.37% | +52.7% |
| Q2 2023 | $263,300 | -4.2% | 10,000 | 0.0% | 0.24% | -20.2% |
| Q1 2023 | $274,900 | +1.2% | 10,000 | 0.0% | 0.30% | -21.8% |
| Q4 2022 | $271,600 | +20.7% | 10,000 | 0.0% | 0.39% | +11.2% |
| Q3 2022 | $225,000 | -17.3% | 10,000 | 0.0% | 0.35% | +19.2% |
| Q2 2022 | $272,000 | -14.5% | 10,000 | 0.0% | 0.29% | +3.2% |
| Q1 2022 | $318,000 | +1.9% | 10,000 | 0.0% | 0.28% | +7.2% |
| Q4 2021 | $312,000 | +2.6% | 10,000 | 0.0% | 0.26% | +24.1% |
| Q3 2021 | $304,000 | -6.2% | 10,000 | 0.0% | 0.21% | -22.1% |
| Q2 2021 | $324,000 | +2.9% | 10,000 | 0.0% | 0.27% | +11.5% |
| Q1 2021 | $315,000 | +6.8% | 10,000 | 0.0% | 0.24% | -8.3% |
| Q4 2020 | $295,000 | – | 10,000 | – | 0.27% | – |
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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% |