ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $607,000 | -9.1% | 23,903 | -5.8% | 0.26% | -10.8% |
| Q2 2023 | $668,000 | +10.8% | 25,383 | +15.8% | 0.30% | +0.3% |
| Q1 2023 | $603,000 | +23.8% | 21,922 | +22.2% | 0.29% | +9.7% |
| Q4 2022 | $487,000 | +725.4% | 17,942 | +878.3% | 0.27% | +470.2% |
| Q2 2018 | $59,000 | +28.3% | 1,834 | +34.6% | 0.05% | +17.5% |
| Q4 2017 | $46,000 | 0.0% | 1,363 | 0.0% | 0.04% | 0.0% |
| Q3 2017 | $46,000 | – | 1,363 | – | 0.04% | – |
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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% |