HighTower 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
HighTower Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,481,000
-3.4%
333,903
+0.2%
0.02%
-5.9%
Q2 2023$8,775,000
-8.4%
333,229
-4.4%
0.02%
-19.0%
Q1 2023$9,581,000
+10.5%
348,386
+9.2%
0.02%
+5.0%
Q4 2022$8,667,000
+37.3%
318,953
+13.8%
0.02%
+17.6%
Q3 2022$6,313,000
-34.4%
280,189
-20.9%
0.02%
-32.0%
Q2 2022$9,621,000
-11.2%
354,106
+3.8%
0.02%
+4.2%
Q1 2022$10,839,000
+34.3%
341,074
+31.9%
0.02%
+33.3%
Q4 2021$8,069,000
+4.0%
258,580
+1.4%
0.02%
-14.3%
Q3 2021$7,761,000
+2.8%
255,028
+9.5%
0.02%
-4.5%
Q2 2021$7,547,000
+114.1%
232,895
+108.1%
0.02%
+100.0%
Q1 2021$3,525,000
+81.3%
111,932
+69.8%
0.01%
+37.5%
Q4 2020$1,944,000
+5.8%
65,930
-10.5%
0.01%
-11.1%
Q3 2020$1,838,000
-6.5%
73,664
-5.8%
0.01%
-18.2%
Q2 2020$1,965,000
-30.4%
78,164
-37.4%
0.01%
-38.9%
Q1 2020$2,822,000
-36.1%
124,874
-5.0%
0.02%
-30.8%
Q4 2019$4,414,000
+8.2%
131,462
-0.9%
0.03%
+18.2%
Q3 2019$4,078,000
+9.8%
132,712
+9.8%
0.02%0.0%
Q2 2019$3,715,000
+27.4%
120,907
+27.7%
0.02%
+15.8%
Q1 2019$2,916,000
+15.8%
94,647
+7.7%
0.02%0.0%
Q4 2018$2,518,000
-26.4%
87,843
-16.1%
0.02%
-24.0%
Q3 2018$3,421,000
-1.2%
104,746
-3.0%
0.02%
-7.4%
Q2 2018$3,463,000
-8.1%
107,987
-5.3%
0.03%
-15.6%
Q1 2018$3,768,000
-6.5%
114,006
-4.4%
0.03%
-3.0%
Q4 2017$4,028,000
-5.9%
119,270
-6.1%
0.03%
-10.8%
Q3 2017$4,281,000
+47.6%
127,076
+43.4%
0.04%
+42.3%
Q2 2017$2,900,000
+12.1%
88,610
+7.9%
0.03%
+4.0%
Q1 2017$2,586,000
+0.1%
82,108
-6.0%
0.02%
-10.7%
Q4 2016$2,584,000
+1.9%
87,362
+3.2%
0.03%
-3.4%
Q3 2016$2,537,000
+18.1%
84,648
+13.0%
0.03%
+7.4%
Q2 2016$2,149,000
-7.2%
74,892
-6.0%
0.03%
+237.5%
Q1 2016$2,315,000
-19.6%
79,685
-20.4%
0.01%
-76.5%
Q4 2015$2,881,000
+121.6%
100,056
+116.3%
0.03%
+100.0%
Q3 2015$1,300,000
-39.4%
46,264
-30.3%
0.02%
-50.0%
Q2 2015$2,145,000
-29.7%
66,353
-26.9%
0.03%
-24.4%
Q1 2015$3,053,000
+43.9%
90,756
+44.2%
0.04%
+40.6%
Q4 2014$2,121,000
+16.5%
62,945
+23.8%
0.03%
+3.2%
Q3 2014$1,820,000
+146.6%
50,839
+175.0%
0.03%
+138.5%
Q2 2014$738,000
+232.4%
18,490
+221.6%
0.01%
+225.0%
Q1 2014$222,000
+2.8%
5,750
+0.9%
0.00%0.0%
Q4 2013$216,0005,6980.00%
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