ARGI Investment Services, 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
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$261
-99.9%
9,5950.0%0.01%0.0%
Q3 2022$216,000
-49.5%
9,595
-39.1%
0.01%
-42.9%
Q2 2022$428,000
-14.7%
15,747
-0.4%
0.01%
-6.7%
Q1 2022$502,000
+1.8%
15,8150.0%0.02%
+7.1%
Q4 2021$493,000
+53.1%
15,815
+49.5%
0.01%
+40.0%
Q3 2021$322,000
+2.9%
10,580
+9.5%
0.01%0.0%
Q2 2021$313,000
+3.0%
9,663
+0.2%
0.01%
-9.1%
Q1 2021$304,000
+33.9%
9,643
+25.4%
0.01%
+22.2%
Q4 2020$227,000
+11.8%
7,687
-4.9%
0.01%
-10.0%
Q2 2020$203,000
-24.8%
8,0830.0%0.01%
-16.7%
Q4 2019$270,000
+3.4%
8,083
-4.9%
0.01%
-7.7%
Q3 2019$261,0000.0%8,4990.0%0.01%
-7.1%
Q2 2019$261,000
-0.4%
8,4990.0%0.01%
-6.7%
Q1 2019$262,000
+7.4%
8,4990.0%0.02%
-6.2%
Q4 2018$244,000
-11.9%
8,4990.0%0.02%
-5.9%
Q3 2018$277,0008,4990.02%
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