RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,639,060
+101831.6%
64,530
+5.6%
0.05%
+4.3%
Q2 2023$1,608
-8.7%
61,091
-4.6%
0.05%
-16.1%
Q1 2023$1,761
+37.5%
64,036
+35.8%
0.06%
+30.2%
Q4 2022$1,281
-99.9%
47,148
+6.8%
0.04%
+16.2%
Q3 2022$995,000
-12.9%
44,165
+4.9%
0.04%
-9.8%
Q2 2022$1,143,000
-13.1%
42,085
+1.5%
0.04%
+2.5%
Q1 2022$1,316,000
-18.1%
41,452
-19.6%
0.04%
-16.7%
Q4 2021$1,606,000
+25.2%
51,531
+22.2%
0.05%
+11.6%
Q3 2021$1,283,000
-13.4%
42,166
-7.8%
0.04%
-12.2%
Q2 2021$1,482,000
+32.3%
45,716
+28.5%
0.05%
+25.6%
Q1 2021$1,120,000
+6.7%
35,574
-0.1%
0.04%
-2.5%
Q4 2020$1,050,000
+38.5%
35,625
+17.1%
0.04%
+21.2%
Q3 2020$758,000
-4.7%
30,428
-3.8%
0.03%
-13.2%
Q2 2020$795,000
-1.7%
31,620
-11.6%
0.04%
-20.8%
Q1 2020$809,000
-20.8%
35,754
+17.5%
0.05%
-2.0%
Q4 2019$1,021,000
+9.1%
30,4360.0%0.05%
+2.1%
Q3 2019$936,000
+1.0%
30,436
+0.9%
0.05%
-5.9%
Q2 2019$927,000
-1.4%
30,153
-1.0%
0.05%
-5.6%
Q1 2019$940,000
+28.9%
30,471
+19.9%
0.05%
+14.9%
Q4 2018$729,000
-4.8%
25,412
+8.2%
0.05%
+9.3%
Q3 2018$766,000
+5.5%
23,479
+3.6%
0.04%
-2.3%
Q2 2018$726,000
-18.8%
22,664
-16.4%
0.04%
-29.0%
Q1 2018$894,000
-3.8%
27,095
-1.4%
0.06%
-1.6%
Q4 2017$929,000
+3.8%
27,481
+3.7%
0.06%
-1.6%
Q3 2017$895,000
+4.7%
26,505
+1.4%
0.06%0.0%
Q2 2017$855,000
-4.7%
26,141
-8.2%
0.06%
-5.9%
Q1 2017$897,000
+21.7%
28,481
+14.2%
0.07%
+15.3%
Q4 2016$737,000
-1.3%
24,931
+0.1%
0.06%
-7.8%
Q3 2016$747,000
+3.2%
24,910
-1.6%
0.06%0.0%
Q2 2016$724,000
-26.6%
25,327
-25.6%
0.06%
-30.4%
Q1 2016$987,000
+13.3%
34,024
+12.1%
0.09%
+15.0%
Q4 2015$871,000
+1.0%
30,356
-0.9%
0.08%
-17.5%
Q3 2015$862,000
+29.6%
30,631
+49.0%
0.10%
+38.6%
Q2 2015$665,000
+24.8%
20,561
+29.8%
0.07%
+22.8%
Q1 2015$533,000
+7.0%
15,841
+7.0%
0.06%
+5.6%
Q4 2014$498,000
-7.8%
14,800
-1.7%
0.05%
-12.9%
Q3 2014$540,000
-10.6%
15,060
-0.5%
0.06%
-10.1%
Q2 2014$604,000
+22.3%
15,135
+18.2%
0.07%
+13.1%
Q1 2014$494,00012,8000.06%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders