VICUS CAPITAL - 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
VICUS CAPITAL ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$530,316
-29.4%
20,879
-26.8%
0.06%
-28.2%
Q2 2023$750,829
-4.5%
28,516
-0.2%
0.08%
-7.1%
Q1 2023$785,870
+14.8%
28,587
+13.5%
0.08%
+7.7%
Q4 2022$684,359
-56.4%
25,197
-63.8%
0.08%
-57.8%
Q3 2022$1,568,000
+24.7%
69,582
+50.3%
0.18%
+30.3%
Q2 2022$1,257,000
+46.0%
46,281
+70.7%
0.14%
+65.1%
Q1 2022$861,000
+33.7%
27,109
+37.8%
0.09%
+30.3%
Q4 2021$644,000
+5.6%
19,674
-1.9%
0.07%
-33.3%
Q3 2021$610,000
-38.8%
20,065
-34.8%
0.10%
-38.9%
Q2 2021$997,000
+60.3%
30,781
+55.8%
0.16%
+118.9%
Q1 2021$622,000
-13.2%
19,751
-18.8%
0.07%
-15.9%
Q4 2020$717,000
+13.6%
24,321
-3.9%
0.09%
-2.2%
Q3 2020$631,000
-8.8%
25,316
-8.1%
0.09%
-14.3%
Q2 2020$692,000
+41.8%
27,535
+27.6%
0.10%
+15.4%
Q1 2020$488,000
+56.9%
21,586
+133.2%
0.09%
+93.6%
Q4 2019$311,000
-9.6%
9,257
-17.3%
0.05%
-2.1%
Q3 2019$344,000
-16.1%
11,188
-16.2%
0.05%
-17.2%
Q2 2019$410,000
-24.5%
13,356
-24.1%
0.06%
-32.6%
Q1 2019$543,000
+6.5%
17,597
-0.9%
0.09%
-5.5%
Q4 2018$510,000
-47.0%
17,761
-39.8%
0.09%
-41.3%
Q3 2018$963,000
+3.1%
29,505
+1.3%
0.16%
+0.6%
Q2 2018$934,000
+10.7%
29,134
+14.0%
0.15%
+5.5%
Q1 2018$844,000
+5.9%
25,553
+8.4%
0.15%
+5.0%
Q4 2017$797,000
+31.5%
23,574
+31.3%
0.14%
+18.8%
Q3 2017$606,000
+33.5%
17,951
+29.5%
0.12%
+25.8%
Q2 2017$454,000
+9.7%
13,860
+5.3%
0.09%
+4.5%
Q1 2017$414,000
-3.9%
13,168
-9.7%
0.09%
-7.3%
Q4 2016$431,000
+47.6%
14,586
+49.6%
0.10%
+45.5%
Q3 2016$292,000
-3.0%
9,753
-7.3%
0.07%
-9.6%
Q2 2016$301,000
-24.4%
10,517
-23.4%
0.07%
-18.9%
Q1 2016$398,000
+3.4%
13,738
+2.5%
0.09%
-8.2%
Q4 2015$385,000
+54.6%
13,403
+51.4%
0.10%
+48.5%
Q3 2015$249,000
-19.7%
8,855
-7.6%
0.07%
-18.5%
Q2 2015$310,000
+13.6%
9,588
+18.1%
0.08%
+52.8%
Q1 2015$273,000
+10.1%
8,117
+10.1%
0.05%
-26.4%
Q4 2014$248,000
-6.8%
7,374
-0.9%
0.07%
-18.2%
Q3 2014$266,000
-81.3%
7,441
-79.2%
0.09%
-80.9%
Q2 2014$1,426,000
+98.1%
35,751
+91.8%
0.46%
+88.5%
Q1 2014$720,00018,6380.24%
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