ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $581,000 | -20.0% | 25,779 | -3.5% | 0.46% | -6.9% |
| Q2 2022 | $726,000 | -14.6% | 26,713 | -0.2% | 0.49% | -13.7% |
| Q1 2022 | $850,000 | +9.3% | 26,769 | +7.2% | 0.57% | +8.0% |
| Q4 2021 | $778,000 | +9.1% | 24,982 | +6.5% | 0.53% | -2.8% |
| Q3 2021 | $713,000 | +0.8% | 23,468 | +7.5% | 0.54% | -14.6% |
| Q2 2021 | $707,000 | +12.4% | 21,832 | +9.2% | 0.64% | +9.7% |
| Q1 2021 | $629,000 | – | 19,993 | – | 0.58% | – |
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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% |