Legacy Private Trust Co. - 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
Legacy Private Trust Co. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,173,325
-31.1%
85,564
-28.6%
0.19%
-28.4%
Q2 2023$3,154,991
+12.7%
119,825
+17.7%
0.26%
+9.2%
Q1 2023$2,799,553
+74.0%
101,839
+71.9%
0.24%
+64.8%
Q4 2022$1,608,658
+330.1%
59,229
+256.8%
0.14%
+314.3%
Q3 2022$374,000
-16.5%
16,601
+0.8%
0.04%
-12.5%
Q2 2022$448,000
-30.0%
16,477
-18.2%
0.04%
-20.0%
Q1 2022$640,000
-2.1%
20,142
-4.0%
0.05%
+2.0%
Q4 2021$654,000
-4.5%
20,972
-6.8%
0.05%
-10.9%
Q3 2021$685,000
-31.8%
22,510
-27.4%
0.06%
-35.3%
Q2 2021$1,004,000
+26.8%
30,998
+23.2%
0.08%
+19.7%
Q1 2021$792,000
+27.1%
25,169
+19.1%
0.07%
+20.3%
Q4 2020$623,000
+9.5%
21,126
-7.4%
0.06%0.0%
Q3 2020$569,000
-11.5%
22,826
-10.8%
0.06%
-16.9%
Q2 2020$643,000
-51.9%
25,584
-56.8%
0.07%
-59.2%
Q1 2020$1,337,000
-64.1%
59,156
-46.7%
0.17%
-55.4%
Q4 2019$3,724,000
+12.5%
110,931
+3.0%
0.39%
+5.4%
Q3 2019$3,311,000
-2.2%
107,726
-2.3%
0.37%
-4.1%
Q2 2019$3,387,000
-12.1%
110,249
-11.7%
0.39%
-15.5%
Q1 2019$3,855,000
-18.8%
124,916
-24.5%
0.46%
-25.4%
Q4 2018$4,748,000
-52.1%
165,359
-45.5%
0.61%
-45.3%
Q3 2018$9,907,000
-4.5%
303,603
-6.2%
1.12%
-9.5%
Q2 2018$10,375,000
-13.1%
323,713
-10.5%
1.24%
-11.3%
Q1 2018$11,936,000
-8.8%
361,596
-6.7%
1.39%
-8.8%
Q4 2017$13,089,000
+2.6%
387,363
+2.5%
1.53%
-1.6%
Q3 2017$12,756,000
+38.0%
377,830
+33.8%
1.55%
+32.8%
Q2 2017$9,242,000
+176.6%
282,483
+166.0%
1.17%
+172.5%
Q1 2017$3,341,000
+72.8%
106,189
+62.4%
0.43%
+63.7%
Q4 2016$1,933,000
+17.0%
65,397
+18.6%
0.26%
+16.4%
Q3 2016$1,652,000
-44.6%
55,134
-47.1%
0.22%
-48.2%
Q2 2016$2,984,000
+148.5%
104,218
+151.6%
0.43%
+139.8%
Q1 2016$1,201,000
+32.0%
41,423
+30.8%
0.18%
+31.2%
Q4 2015$910,00031,6800.14%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders