ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $8,326,742 | +187523.7% | 327,825 | +114.0% | 0.04% | +22.9% |
| Q4 2022 | $4,438 | -99.9% | 153,191 | +2.9% | 0.04% | +20.7% |
| Q3 2022 | $3,472,000 | -1.6% | 148,886 | +13.1% | 0.03% | 0.0% |
| Q2 2022 | $3,527,000 | -38.3% | 131,641 | -26.7% | 0.03% | -29.3% |
| Q1 2022 | $5,717,000 | +2.3% | 179,546 | +3.2% | 0.04% | 0.0% |
| Q4 2021 | $5,591,000 | +19.9% | 173,957 | +18.1% | 0.04% | +46.4% |
| Q3 2021 | $4,663,000 | +54.5% | 147,325 | +56.0% | 0.03% | +55.6% |
| Q2 2021 | $3,019,000 | +68.5% | 94,413 | +70.8% | 0.02% | +63.6% |
| Q1 2021 | $1,792,000 | +124.3% | 55,264 | +111.4% | 0.01% | +120.0% |
| Q4 2020 | $799,000 | +30.6% | 26,140 | +9.7% | 0.01% | +25.0% |
| Q3 2020 | $612,000 | +4.4% | 23,825 | +6.6% | 0.00% | -20.0% |
| Q2 2020 | $586,000 | +22.9% | 22,343 | +5.7% | 0.01% | +25.0% |
| Q1 2020 | $477,000 | -36.1% | 21,133 | -5.2% | 0.00% | -33.3% |
| Q4 2019 | $746,000 | +148.7% | 22,301 | +137.9% | 0.01% | +200.0% |
| Q3 2019 | $300,000 | -11.2% | 9,373 | -15.5% | 0.00% | -33.3% |
| Q4 2018 | $338,000 | -57.3% | 11,087 | -56.8% | 0.00% | -50.0% |
| Q3 2018 | $792,000 | -19.3% | 25,646 | -14.9% | 0.01% | -14.3% |
| Q2 2018 | $982,000 | -18.9% | 30,121 | -15.1% | 0.01% | -22.2% |
| Q1 2018 | $1,211,000 | -54.5% | 35,475 | -52.4% | 0.01% | -50.0% |
| Q4 2017 | $2,663,000 | +11.4% | 74,604 | +4.3% | 0.02% | +5.9% |
| Q3 2017 | $2,390,000 | -1.1% | 71,558 | -1.2% | 0.02% | -5.6% |
| Q2 2017 | $2,417,000 | -7.7% | 72,399 | -11.8% | 0.02% | -10.0% |
| Q1 2017 | $2,618,000 | +2.0% | 82,131 | -2.2% | 0.02% | 0.0% |
| Q4 2016 | $2,566,000 | +527.4% | 83,986 | +447.4% | 0.02% | +400.0% |
| Q4 2015 | $409,000 | -11.1% | 15,344 | -6.1% | 0.00% | 0.0% |
| Q3 2015 | $460,000 | -57.6% | 16,346 | -51.4% | 0.00% | -20.0% |
| Q2 2015 | $1,086,000 | +156.1% | 33,606 | +166.5% | 0.01% | +25.0% |
| Q1 2015 | $424,000 | -46.5% | 12,611 | -46.3% | 0.00% | +33.3% |
| Q4 2014 | $792,000 | +91.8% | 23,482 | +103.5% | 0.00% | -25.0% |
| Q3 2014 | $413,000 | -10.2% | 11,537 | +0.1% | 0.00% | 0.0% |
| Q2 2014 | $460,000 | +2.9% | 11,530 | -0.3% | 0.00% | +33.3% |
| Q1 2014 | $447,000 | -41.7% | 11,563 | -45.4% | 0.00% | -40.0% |
| Q3 2013 | $767,000 | +33.6% | 21,160 | +17.4% | 0.01% | 0.0% |
| Q2 2013 | $574,000 | – | 18,026 | – | 0.01% | – |
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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% |