WestEnd Advisors, 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
WestEnd Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$4,214,000
+25.2%
143
+5.9%
0.00%
Q3 2020$3,365,000
+27.6%
135
+28.6%
0.00%
Q2 2020$2,637,000
+11.1%
1050.0%0.00%
Q1 2020$2,373,000
-44.8%
105
-18.0%
0.00%
Q4 2019$4,297,000
+9.2%
1280.0%0.00%
Q3 2019$3,934,000
+0.1%
1280.0%0.00%
Q2 2019$3,932,000
+8.0%
128
+8.5%
0.00%
Q1 2019$3,641,000
+9.3%
118
+1.7%
0.00%
Q4 2018$3,330,000
-12.0%
1160.0%0.00%
Q3 2018$3,785,000
+3.6%
116
+1.8%
0.00%
Q2 2018$3,653,000
+0.6%
114
+3.6%
0.00%
Q1 2018$3,631,000
-2.3%
1100.0%0.00%
Q4 2017$3,716,0001100.00%
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