Dorsey & Whitney Trust CO LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Dorsey & Whitney Trust CO LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$204,000
-1.9%
6,4270.0%0.02%
-10.0%
Q2 2021$208,000
-30.7%
6,427
-32.6%
0.02%
-33.3%
Q1 2021$300,000
+6.8%
9,5350.0%0.03%
-9.1%
Q4 2020$281,000
+18.6%
9,5350.0%0.03%
+3.1%
Q3 2020$237,000
-0.8%
9,5350.0%0.03%
-3.0%
Q2 2020$239,000
+11.2%
9,5350.0%0.03%
-8.3%
Q1 2020$215,000
-32.8%
9,5350.0%0.04%
-16.3%
Q4 2019$320,000
+35.0%
9,535
+24.1%
0.04%
+22.9%
Q3 2019$237,000
+10.2%
7,683
+9.8%
0.04%
+6.1%
Q2 2019$215,000
-0.5%
6,9980.0%0.03%
-2.9%
Q1 2019$216,000
+7.5%
6,9980.0%0.03%
-5.6%
Q4 2018$201,000
-11.8%
6,9980.0%0.04%
+2.9%
Q3 2018$228,000
+1.3%
6,9980.0%0.04%
-10.3%
Q2 2018$225,000
-2.6%
6,9980.0%0.04%
-7.1%
Q1 2018$231,000
-2.5%
6,9980.0%0.04%
-4.5%
Q4 2017$237,000
+0.4%
6,9980.0%0.04%
-6.4%
Q3 2017$236,000
+3.1%
6,9980.0%0.05%
+2.2%
Q2 2017$229,000
+4.1%
6,9980.0%0.05%
+2.2%
Q1 2017$220,000
+6.3%
6,9980.0%0.04%
-4.3%
Q4 2016$207,000
-1.4%
6,9980.0%0.05%
-2.1%
Q3 2016$210,000
+5.0%
6,9980.0%0.05%
+4.3%
Q2 2016$200,000
-1.5%
6,9980.0%0.05%
-9.8%
Q1 2016$203,000
+1.0%
6,9980.0%0.05%
-3.8%
Q4 2015$201,000
-31.6%
6,998
-33.0%
0.05%
-36.1%
Q3 2015$294,000
-12.8%
10,4480.0%0.08%
-3.5%
Q2 2015$337,000
+25.3%
10,448
+31.0%
0.09%
+26.5%
Q1 2015$269,0000.0%7,9780.0%0.07%
-1.4%
Q4 2014$269,000
-5.9%
7,9780.0%0.07%
-10.4%
Q3 2014$286,000
+0.7%
7,978
+12.3%
0.08%
+24.2%
Q2 2014$284,000
+25.1%
7,103
+20.9%
0.06%
+19.2%
Q1 2014$227,000
+1.8%
5,8730.0%0.05%
-14.8%
Q4 2013$223,000
-28.1%
5,873
-31.2%
0.06%
-33.7%
Q3 2013$310,000
+14.0%
8,5380.0%0.09%
+2.2%
Q2 2013$272,0008,5380.09%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders