J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 424 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$901,847
-5.8%
32,593
-4.5%
0.04%
-12.5%
Q1 2024$957,166
-7.2%
34,140
-7.4%
0.05%
-20.0%
Q4 2023$1,031,700
+16.6%
36,860
+5.8%
0.06%
-7.7%
Q3 2023$885,107
-4.7%
34,847
-1.2%
0.06%
-1.5%
Q2 2023$929,097
-8.2%
35,287
-4.1%
0.07%
-8.3%
Q1 2023$1,011,738
-7.0%
36,804
-8.1%
0.07%
-14.3%
Q4 2022$1,088,190
+28.6%
40,065
+6.7%
0.08%
+18.3%
Q3 2022$846,000
-29.4%
37,548
-14.9%
0.07%
-26.0%
Q2 2022$1,198,000
-49.6%
44,123
-41.1%
0.10%
-39.6%
Q1 2022$2,379,000
+5.1%
74,894
+3.1%
0.16%
+8.2%
Q4 2021$2,264,000
+17.5%
72,616
+22.2%
0.15%
-3.3%
Q2 2021$1,926,000
+30.5%
59,435
+26.8%
0.15%
+7.0%
Q1 2021$1,476,000
+7.6%
46,889
+0.7%
0.14%
-0.7%
Q4 2020$1,372,000
+81.0%
46,570
+53.1%
0.14%
+146.6%
Q3 2020$758,000
+14.3%
30,414
+15.2%
0.06%
-42.0%
Q2 2020$663,000
+13.1%
26,398
+51.3%
0.10%
+35.1%
Q4 2019$586,00017,4490.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders