Janney Montgomery Scott LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 163 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.20 and the average weighting 0.2%.

Quarter-by-quarter ownership
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$240
-99.9%
2,768
-26.6%
0.00%0.0%
Q3 2022$306,000
-64.5%
3,770
-63.0%
0.00%
-75.0%
Q2 2022$862,000
+308.5%
10,178
+338.7%
0.00%
+300.0%
Q1 2022$211,000
+2.9%
2,320
-0.1%
0.00%0.0%
Q4 2021$205,000
-20.8%
2,322
-29.6%
0.00%0.0%
Q2 2021$259,000
+1.6%
3,299
+2.9%
0.00%0.0%
Q1 2021$255,000
+17.5%
3,206
+14.5%
0.00%0.0%
Q4 2020$217,000
-97.5%
2,801
-95.2%
0.00%
-98.0%
Q3 2020$8,556,000
+2.4%
58,594
-1.7%
0.05%
-7.5%
Q2 2020$8,356,000
+0.4%
59,598
-1.1%
0.05%
-19.7%
Q1 2020$8,319,000
-18.8%
60,240
-4.7%
0.07%
-1.5%
Q4 2019$10,246,000
+21.5%
63,228
+22.1%
0.07%
+9.8%
Q3 2019$8,430,000
+11.6%
51,766
+3.3%
0.06%
+5.2%
Q2 2019$7,556,000
+3350.2%
50,108
+2838.9%
0.06%
+1833.3%
Q1 2017$219,000
+5.8%
1,705
+0.5%
0.00%0.0%
Q4 2016$207,000
-8.0%
1,696
-7.5%
0.00%
-25.0%
Q3 2016$225,000
-62.7%
1,834
-60.1%
0.00%
-66.7%
Q2 2016$604,000
+47.7%
4,598
+39.2%
0.01%
+9.1%
Q1 2016$409,000
+31.9%
3,303
+15.0%
0.01%
+37.5%
Q4 2015$310,000
+32.5%
2,872
+32.2%
0.01%
+14.3%
Q3 2015$234,0002,1720.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Destination Wealth Management 299,602$42,004,0002.27%
LBMC INVESTMENT ADVISORS, LLC 65,297$9,155,0001.44%
First Citizens Financial Corp 6,330$887,0000.92%
BEAM WEALTH ADVISORS, INC. 6,154$873,0000.88%
Kalos Management, Inc. 12,954$1,816,0000.76%
HOLDERNESS INVESTMENTS CO 10,554$1,480,0000.66%
Carl P. Sherr & Co., LLC 4,718$661,0000.66%
MinichMacGregor Wealth Management, LLC 8,102$1,135,0000.63%
Family Firm, Inc. 11,147$1,563,0000.58%
Field & Main Bank 4,540$637,0000.54%
View complete list of ISHARES TR shareholders