ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $745,666 | -6.7% | 28,320 | -2.6% | 0.08% | -12.0% |
| Q1 2023 | $799,464 | +9.7% | 29,082 | +8.3% | 0.09% | -4.2% |
| Q4 2022 | $729,029 | +14.8% | 26,842 | -4.7% | 0.10% | +4.3% |
| Q3 2022 | $635,000 | +1.9% | 28,165 | +22.7% | 0.09% | +8.2% |
| Q2 2022 | $623,000 | -5.7% | 22,948 | +8.3% | 0.08% | +18.1% |
| Q4 2021 | $661,000 | +17.0% | 21,187 | +14.0% | 0.07% | -6.5% |
| Q3 2021 | $565,000 | +103.2% | 18,589 | +104.8% | 0.08% | +2.7% |
| Q2 2019 | $278,000 | +1.5% | 9,076 | +8.8% | 0.08% | -21.1% |
| Q3 2018 | $274,000 | – | 8,342 | – | 0.10% | – |
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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% |