Janney Montgomery Scott LLC - 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
Janney Montgomery Scott LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,951
-3.3%
667,350
+0.3%
0.06%
+3.3%
Q2 2023$17,521
-6.3%
665,434
-2.2%
0.06%
-19.7%
Q1 2023$18,705
+9.9%
680,437
+8.6%
0.08%
+15.2%
Q4 2022$17,023
-99.9%
626,757
-3.5%
0.07%
+4.8%
Q3 2022$14,636,000
-9.6%
649,611
+10.1%
0.06%
-13.7%
Q2 2022$16,189,000
-3.9%
590,057
+11.2%
0.07%
+1.4%
Q1 2022$16,849,000
+8.1%
530,509
+6.1%
0.07%
+20.0%
Q4 2021$15,589,000
+5.2%
499,957
+2.7%
0.06%
-4.8%
Q3 2021$14,815,000
-0.6%
486,987
+5.8%
0.06%
-4.5%
Q2 2021$14,907,000
+3.4%
460,083
+0.5%
0.07%
-5.7%
Q1 2021$14,415,000
+7.3%
457,921
+0.4%
0.07%
+7.7%
Q4 2020$13,440,000
+3.1%
456,071
-12.8%
0.06%
-12.2%
Q3 2020$13,036,000
-20.2%
522,917
-19.6%
0.07%
-28.2%
Q2 2020$16,339,000
-16.1%
650,442
-24.5%
0.10%
-33.1%
Q1 2020$19,475,000
-40.2%
861,707
-11.2%
0.15%
-28.0%
Q4 2019$32,593,000
+8.3%
970,884
-0.9%
0.21%
-2.3%
Q3 2019$30,105,000
+4.9%
979,336
+4.8%
0.22%
-0.5%
Q2 2019$28,702,000
+1.8%
934,316
+2.3%
0.22%
-5.2%
Q1 2019$28,190,000
+21.2%
913,480
+12.7%
0.23%
+3.6%
Q4 2018$23,262,000
-20.4%
810,238
-9.6%
0.22%
-11.1%
Q3 2018$29,231,000
-6.8%
895,839
-8.5%
0.25%
-16.6%
Q2 2018$31,370,000
-11.3%
978,777
-8.6%
0.30%
-15.2%
Q1 2018$35,357,000
-4.8%
1,071,108
-2.6%
0.36%
-7.8%
Q4 2017$37,140,000
+3.6%
1,099,151
+3.5%
0.39%
-5.6%
Q3 2017$35,856,000
+4.5%
1,062,077
+1.3%
0.41%
-4.4%
Q2 2017$34,304,000
+1.7%
1,048,403
-2.2%
0.43%
-4.7%
Q1 2017$33,720,000
+12.1%
1,071,843
+5.3%
0.45%
-1.1%
Q4 2016$30,087,000
+241.7%
1,017,820
+246.6%
0.45%
+192.9%
Q3 2016$8,805,000
-36.3%
293,699
-39.1%
0.16%
-45.0%
Q2 2016$13,818,000
+124.6%
482,632
+127.5%
0.28%
+75.2%
Q1 2016$6,151,000
-3.2%
212,159
-4.2%
0.16%
-1.8%
Q4 2015$6,355,000
+4.0%
221,352
+1.9%
0.16%
-4.7%
Q3 2015$6,111,000
-99.9%
217,254
+25.4%
0.17%
+47.0%
Q2 2015$5,601,116,000
+183122.6%
173,248
+90.6%
0.12%
+105.3%
Q1 2015$3,057,000
-100.0%
90,889
-63.1%
0.06%
-65.7%
Q4 2014$8,297,597,000
-35.3%
246,293
-31.3%
0.17%
-37.8%
Q3 2014$12,826,009,000
+4.0%
358,368
+15.9%
0.27%
-0.7%
Q2 2014$12,337,251,000
+3.6%
309,282
+0.3%
0.27%
-6.6%
Q1 2014$11,911,382,000
+297.0%
308,266
+289.8%
0.29%
+264.6%
Q4 2013$3,000,429,000
+17.6%
79,084
+12.4%
0.08%
+2.6%
Q3 2013$2,552,015,00070,3810.08%
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