WHITTIER TRUST CO - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
WHITTIER TRUST CO ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,686,901
+7.5%
66,440
+11.5%
0.03%
+11.1%
Q2 2023$1,568,686
-11.0%
59,601
-7.1%
0.03%
-15.6%
Q1 2023$1,763,457
+1.3%
64,173
+0.1%
0.03%
-5.9%
Q4 2022$1,740,377
+7.5%
64,103
-10.8%
0.03%0.0%
Q3 2022$1,619,000
-18.6%
71,874
-1.8%
0.03%
-15.0%
Q2 2022$1,988,000
-19.5%
73,197
-5.9%
0.04%
-4.8%
Q1 2022$2,469,000
-2.6%
77,762
-4.3%
0.04%
+2.4%
Q4 2021$2,534,000
+4.0%
81,259
+1.4%
0.04%
-6.8%
Q3 2021$2,436,000
-8.4%
80,122
-2.4%
0.04%
-6.4%
Q2 2021$2,658,000
+9.5%
82,072
+6.4%
0.05%0.0%
Q1 2021$2,427,000
+4.2%
77,141
-2.5%
0.05%
-6.0%
Q4 2020$2,330,000
+28.5%
79,100
+8.7%
0.05%
+16.3%
Q3 2020$1,813,000
-18.1%
72,737
-17.5%
0.04%
-29.5%
Q2 2020$2,214,000
+0.7%
88,191
-9.4%
0.06%
-15.3%
Q1 2020$2,198,000
-10.7%
97,311
+32.8%
0.07%
+10.8%
Q4 2019$2,460,000
+9.1%
73,299
-0.1%
0.06%0.0%
Q3 2019$2,255,000
-3.8%
73,385
-3.9%
0.06%
-5.8%
Q2 2019$2,345,000
-1.3%
76,363
-0.8%
0.07%
-5.5%
Q1 2019$2,376,000
-4.3%
76,972
-11.1%
0.07%
-14.1%
Q4 2018$2,484,000
-44.5%
86,553
-36.8%
0.08%
-39.3%
Q3 2018$4,472,000
+0.7%
137,049
-1.2%
0.14%
-4.8%
Q2 2018$4,443,000
-5.4%
138,670
-2.6%
0.15%
-7.0%
Q1 2018$4,697,000
+7.9%
142,319
+10.5%
0.16%
+3.9%
Q4 2017$4,352,000
-6.4%
128,788
-6.5%
0.15%
-10.6%
Q3 2017$4,651,000
+7.4%
137,805
+4.2%
0.17%
+1.8%
Q2 2017$4,329,000
+7.9%
132,279
+3.7%
0.17%
+3.1%
Q1 2017$4,013,000
+9.6%
127,600
+3.0%
0.16%
+3.8%
Q4 2016$3,662,000
-1.1%
123,914
+0.3%
0.16%
-3.1%
Q3 2016$3,703,000
+4.1%
123,555
-0.5%
0.16%
+2.5%
Q2 2016$3,556,000
-22.2%
124,211
-21.3%
0.16%
-22.3%
Q1 2016$4,573,000
+4.6%
157,781
+3.6%
0.20%
+2.0%
Q4 2015$4,371,000
+51.8%
152,292
+48.8%
0.20%
+41.4%
Q3 2015$2,880,000
-16.2%
102,362
-3.8%
0.14%
-8.5%
Q2 2015$3,438,000
-22.7%
106,365
-19.6%
0.15%
-25.0%
Q1 2015$4,450,000
+16.7%
132,326
+16.9%
0.20%
+12.7%
Q4 2014$3,813,000
+101.5%
113,184
+114.2%
0.18%
+96.7%
Q3 2014$1,892,000
-10.9%
52,844
-0.7%
0.09%
-12.4%
Q2 2014$2,123,000
+17.9%
53,233
+14.2%
0.10%
+14.1%
Q1 2014$1,800,000
+47.9%
46,606
+45.3%
0.09%
+48.4%
Q4 2013$1,217,000
+6.5%
32,077
+1.8%
0.06%0.0%
Q3 2013$1,143,000
+45.8%
31,512
+27.9%
0.06%
+40.9%
Q2 2013$784,00024,6380.04%
Other shareholders
ISHARES TR shareholders Q4 2021
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