Annex Advisory 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
Annex Advisory Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,473,939
-10.2%
58,029
-6.9%
0.09%
-2.2%
Q2 2023$1,641,154
-4.4%
62,330
-0.2%
0.09%
-1.1%
Q1 2023$1,716,974
-2.9%
62,458
-4.1%
0.09%
-8.0%
Q4 2022$1,769,035
+21.8%
65,133
+1.0%
0.10%
+2.0%
Q3 2022$1,453,000
-14.8%
64,514
+2.7%
0.10%
-20.3%
Q2 2022$1,706,000
-18.4%
62,812
-4.6%
0.12%
-19.6%
Q1 2022$2,091,000
+5.4%
65,850
+3.6%
0.15%
+12.5%
Q4 2021$1,983,000
+6.8%
63,592
+4.1%
0.14%
-10.5%
Q3 2021$1,857,000
-8.3%
61,078
-2.3%
0.15%
-7.3%
Q2 2021$2,026,000
-0.8%
62,491
-3.6%
0.16%
-16.8%
Q1 2021$2,042,000
+4.0%
64,854
-2.6%
0.20%
+2.6%
Q4 2020$1,963,000
+0.3%
66,613
-15.1%
0.19%
-22.9%
Q3 2020$1,957,000
-1.6%
78,483
-0.9%
0.25%
-10.1%
Q2 2020$1,989,000
+20.3%
79,166
+8.2%
0.28%
+18.4%
Q1 2020$1,654,000
-36.7%
73,162
-6.1%
0.23%
-26.2%
Q4 2019$2,614,000
+51.8%
77,886
+39.1%
0.32%
+37.2%
Q3 2019$1,722,000
+41.6%
55,999
+41.5%
0.23%
+35.1%
Q2 2019$1,216,000
-0.7%
39,589
-0.3%
0.17%
-7.1%
Q1 2019$1,225,000
+13.6%
39,695
+5.7%
0.18%
+8.2%
Q4 2018$1,078,000
-20.8%
37,547
-10.0%
0.17%
-19.0%
Q3 2018$1,361,000
+4.5%
41,717
+2.6%
0.21%
-5.4%
Q2 2018$1,303,000
+63.1%
40,642
+67.9%
0.22%
+53.1%
Q1 2018$799,000
-5.4%
24,205
-3.2%
0.14%
-9.4%
Q4 2017$845,000
+10.5%
24,995
+10.2%
0.16%
+1.9%
Q3 2017$765,000
+10.9%
22,673
+7.6%
0.16%
+2.6%
Q2 2017$690,000
+170.6%
21,081
+159.6%
0.15%
+142.9%
Q1 2017$255,000
+15.4%
8,120
+8.4%
0.06%
+16.7%
Q4 2016$221,000
-2.6%
7,493
-0.9%
0.05%
-8.5%
Q3 2016$227,000
+5.6%
7,561
+40.0%
0.06%
-19.2%
Q2 2014$215,000
+2.9%
5,4010.0%0.07%
-6.4%
Q1 2014$209,000
-14.0%
5,401
-15.7%
0.08%
-16.1%
Q4 2013$243,000
-22.9%
6,405
-26.4%
0.09%
-36.7%
Q3 2013$315,000
+14.1%
8,699
+0.4%
0.15%
-3.3%
Q2 2013$276,0008,6660.15%
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