WADE G W & INC - 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
WADE G W & INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,650
-16.9%
143,694
-13.8%
0.14%
-14.5%
Q2 2023$4,390
-15.9%
166,748
-12.2%
0.16%
-20.9%
Q1 2023$5,220
+38.7%
189,904
+37.1%
0.20%
+30.5%
Q4 2022$3,763
-99.9%
138,537
-22.2%
0.15%
-21.4%
Q3 2022$4,010,000
+8.0%
177,987
+30.2%
0.20%
+16.7%
Q2 2022$3,712,000
+76.3%
136,679
+106.1%
0.17%
+86.7%
Q1 2022$2,106,000
+125.0%
66,314
+121.0%
0.09%
+119.5%
Q4 2021$936,000
+24.5%
30,008
+21.4%
0.04%
+13.9%
Q3 2021$752,000
-1.1%
24,711
+5.3%
0.04%
-2.7%
Q2 2021$760,000
+11.9%
23,470
+8.8%
0.04%
+2.8%
Q1 2021$679,000
+15.1%
21,580
+7.8%
0.04%0.0%
Q4 2020$590,000
+20.4%
20,012
+1.8%
0.04%
-2.7%
Q3 2020$490,000
-33.6%
19,663
-33.0%
0.04%
-38.3%
Q2 2020$738,000
+39.2%
29,360
+25.1%
0.06%
+20.0%
Q1 2020$530,000
-88.8%
23,470
-83.4%
0.05%
-86.3%
Q4 2019$4,750,000
+14.5%
141,509
+4.8%
0.36%
+3.1%
Q3 2019$4,150,000
-3.7%
134,993
-3.8%
0.35%
-9.7%
Q2 2019$4,311,000
+1.8%
140,323
+2.2%
0.39%
-2.0%
Q1 2019$4,236,000
+1.8%
137,278
-5.3%
0.40%
-11.1%
Q4 2018$4,161,000
+5.0%
144,945
+19.4%
0.45%
+7.1%
Q3 2018$3,962,000
-0.6%
121,415
-2.4%
0.42%
-6.5%
Q2 2018$3,986,000
+1.3%
124,371
+4.3%
0.45%
-1.3%
Q1 2018$3,936,000
+7.7%
119,225
+10.2%
0.46%
+8.3%
Q4 2017$3,656,000
+4.3%
108,187
+4.2%
0.42%
-1.2%
Q3 2017$3,505,000
+10.2%
103,817
+6.8%
0.42%
+5.5%
Q2 2017$3,180,000
+23.4%
97,195
+18.6%
0.40%
+19.2%
Q1 2017$2,578,000
+68.1%
81,938
+57.9%
0.34%
+34.1%
Q4 2016$1,534,000
+20.2%
51,900
+22.0%
0.25%
+9.6%
Q3 2016$1,276,000
+32.2%
42,557
+26.2%
0.23%
+38.6%
Q2 2016$965,000
+5.9%
33,714
+7.3%
0.17%
-6.7%
Q1 2016$911,000
-21.7%
31,412
-22.5%
0.18%
-27.0%
Q4 2015$1,163,000
-55.3%
40,521
-56.2%
0.24%
-57.7%
Q3 2015$2,602,000
-37.6%
92,500
-28.2%
0.58%
-30.0%
Q2 2015$4,167,000
-5.1%
128,878
-1.2%
0.82%
-0.2%
Q1 2015$4,389,000
-41.6%
130,460
-41.5%
0.83%
-58.0%
Q4 2014$7,514,000
-18.9%
223,040
-13.9%
1.97%
-26.9%
Q3 2014$9,267,000
-99.9%
258,934
-7.4%
2.69%
-18.1%
Q2 2014$11,148,000,000
+112483.3%
279,479
+9.1%
3.29%
+2.6%
Q1 2014$9,902,000
+6.4%
256,255
+4.5%
3.21%
+6.3%
Q4 2013$9,305,000
-99.9%
245,258
+18.6%
3.02%
+16.4%
Q3 2013$7,497,000,000
+125477.9%
206,765
+10.2%
2.59%
+20.3%
Q2 2013$5,970,000187,5432.15%
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