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 | $1,334,973 | +40.3% | 52,558 | +55.4% | 0.07% | +39.6% |
| Q1 2023 | $951,209 | -13.0% | 33,830 | -16.0% | 0.05% | -5.9% |
| Q4 2022 | $1,093,303 | +2.3% | 40,254 | -15.1% | 0.05% | -20.3% |
| Q3 2022 | $1,069,000 | +10.7% | 47,433 | +33.4% | 0.06% | +14.3% |
| Q2 2022 | $966,000 | -2.3% | 35,566 | +14.2% | 0.06% | +55.6% |
| Q1 2022 | $989,000 | +20.6% | 31,134 | +18.3% | 0.04% | +20.0% |
| Q4 2021 | $820,000 | – | 26,312 | – | 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% |