ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 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 2023 | $404,051 | -6.6% | 15,914 | -3.2% | 0.04% | -2.7% |
| Q2 2023 | $432,825 | -11.8% | 16,445 | -7.9% | 0.04% | -15.9% |
| Q1 2023 | $490,921 | -9.1% | 17,865 | -10.2% | 0.04% | -10.2% |
| Q4 2022 | $540,358 | +30.5% | 19,903 | +8.2% | 0.05% | +19.5% |
| Q3 2022 | $414,000 | -1.0% | 18,398 | +19.4% | 0.04% | 0.0% |
| Q2 2022 | $418,000 | -37.9% | 15,407 | -27.3% | 0.04% | -25.5% |
| Q1 2022 | $673,000 | -0.9% | 21,201 | -2.7% | 0.06% | +5.8% |
| Q4 2021 | $679,000 | -2.0% | 21,783 | -4.4% | 0.05% | +18.2% |
| Q3 2021 | $693,000 | -10.5% | 22,784 | -4.7% | 0.04% | -12.0% |
| Q2 2021 | $774,000 | -1.1% | 23,901 | -3.9% | 0.05% | -3.8% |
| Q1 2021 | $783,000 | -6.9% | 24,869 | -12.8% | 0.05% | -10.3% |
| Q4 2020 | $841,000 | -13.3% | 28,534 | -26.6% | 0.06% | -21.6% |
| Q3 2020 | $970,000 | -7.3% | 38,880 | -6.7% | 0.07% | -15.9% |
| Q2 2020 | $1,046,000 | +15.7% | 41,665 | +4.0% | 0.09% | -24.8% |
| Q1 2020 | $904,000 | -31.9% | 40,051 | +1.3% | 0.12% | -14.0% |
| Q4 2019 | $1,327,000 | +3.3% | 39,555 | -5.3% | 0.14% | 0.0% |
| Q3 2019 | $1,284,000 | – | 41,766 | – | 0.14% | – |
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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% |