ADELL HARRIMAN & CARPENTER 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
ADELL HARRIMAN & CARPENTER INC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$264,432,000
+6.8%
8,4000.0%0.03%
-3.0%
Q4 2020$247,548,000
-6.3%
8,400
-20.8%
0.03%
-15.4%
Q3 2020$264,258,000
-26.9%
10,600
-26.4%
0.04%
-37.1%
Q2 2020$361,728,000
-3.0%
14,400
-12.7%
0.06%
-21.5%
Q1 2020$372,900,000
-34.3%
16,500
-2.4%
0.08%
-15.1%
Q4 2019$567,333,000
-0.2%
16,900
-8.6%
0.09%
-9.7%
Q3 2019$568,690,000
-18.4%
18,500
-18.5%
0.10%
-20.8%
Q2 2019$697,344,000
-13.8%
22,700
-13.4%
0.13%
-17.2%
Q1 2019$808,532,000
-1.4%
26,200
-8.2%
0.16%
-13.3%
Q4 2018$819,671,000
-17.1%
28,550
-5.8%
0.18%
-2.2%
Q3 2018$988,689,000
+15.5%
30,300
+13.5%
0.18%
+8.8%
Q2 2018$855,735,000
+141.1%
26,700
+148.4%
0.17%
+129.7%
Q1 2018$354,857,000
+12.9%
10,750
+15.6%
0.07%
+10.4%
Q4 2017$314,247,000
+10.8%
9,300
+10.7%
0.07%
+8.1%
Q3 2017$283,584,0008,4000.06%
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