ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $236,484 | +66.1% | 9,310 | +72.2% | 0.12% | +70.0% |
| Q2 2023 | $142,350 | +95.8% | 5,406 | +104.4% | 0.07% | +79.5% |
| Q1 2023 | $72,703 | +48.7% | 2,645 | +46.9% | 0.04% | +39.3% |
| Q4 2022 | $48,888 | +43.8% | 1,800 | +18.3% | 0.03% | +40.0% |
| Q3 2022 | $34,000 | -12.8% | 1,522 | +5.5% | 0.02% | -16.7% |
| Q2 2022 | $39,000 | -15.2% | 1,442 | 0.0% | 0.02% | +4.3% |
| Q1 2022 | $46,000 | +2.2% | 1,442 | 0.0% | 0.02% | +9.5% |
| Q4 2021 | $45,000 | +2.3% | 1,442 | 0.0% | 0.02% | -22.2% |
| Q3 2021 | $44,000 | -13.7% | 1,442 | -8.6% | 0.03% | -12.9% |
| Q2 2021 | $51,000 | – | 1,577 | – | 0.03% | – |
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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% |