GOULD ASSET MANAGEMENT LLC /CA/ - 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
GOULD ASSET MANAGEMENT LLC /CA/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,509,649
+5.0%
59,435
+8.8%
0.43%
+6.2%
Q2 2023$1,438,276
-3.5%
54,625
+0.8%
0.40%
-5.6%
Q1 2023$1,490,370
+30.8%
54,215
+29.3%
0.42%
+23.9%
Q4 2022$1,139,090
-11.4%
41,940
-26.5%
0.34%
-21.5%
Q3 2022$1,286,000
-8.6%
57,095
+10.2%
0.44%
-3.5%
Q2 2022$1,407,000
-10.7%
51,805
+4.4%
0.45%
+0.2%
Q1 2022$1,576,000
+18.9%
49,610
+16.7%
0.45%
+21.8%
Q4 2021$1,325,000
+9.6%
42,497
+7.0%
0.37%
-0.5%
Q3 2021$1,209,000
-5.4%
39,732
+0.7%
0.37%
+2.5%
Q2 2021$1,278,000
+1.9%
39,457
-0.9%
0.36%
-5.0%
Q1 2021$1,254,000
+4.8%
39,822
-1.8%
0.38%
+5.2%
Q4 2020$1,196,000
+32.6%
40,567
+12.2%
0.36%
+19.3%
Q3 2020$902,000
+2.6%
36,165
+3.4%
0.30%
-1.0%
Q2 2020$879,000
+28.7%
34,975
+15.8%
0.31%
+18.5%
Q1 2020$683,000
-26.9%
30,215
+8.6%
0.26%
-16.1%
Q4 2019$934,000
+5.1%
27,810
-3.9%
0.31%
-1.3%
Q3 2019$889,000
+5.7%
28,925
+5.7%
0.31%
+3.6%
Q2 2019$841,000
+0.5%
27,365
+0.9%
0.30%
-3.2%
Q1 2019$837,000
+10.1%
27,115
+2.5%
0.31%
-0.9%
Q4 2018$760,000
-16.3%
26,460
-5.0%
0.32%
-12.7%
Q3 2018$908,000
+6.2%
27,840
+4.3%
0.36%
-1.9%
Q2 2018$855,000
+7.0%
26,680
+10.3%
0.37%
+5.4%
Q1 2018$799,000
+2.7%
24,195
+5.1%
0.35%
+3.6%
Q4 2017$778,000
+5.7%
23,015
+5.6%
0.34%
+2.1%
Q3 2017$736,00021,7900.33%
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