MARINER INDEPENDENT ADVISOR NETWORK, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
MARINER INDEPENDENT ADVISOR NETWORK, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$808,000
-28.1%
35,841
-15.1%
0.04%
-25.5%
Q2 2022$1,124,000
-26.6%
42,200
-12.1%
0.05%
-20.3%
Q1 2022$1,531,000
+97.8%
48,036
+94.8%
0.06%
+63.9%
Q4 2021$774,000
-4.7%
24,658
-7.7%
0.04%
-10.0%
Q3 2021$812,000
-0.1%
26,701
+6.4%
0.04%
+8.1%
Q2 2021$813,000
+15.3%
25,087
+12.0%
0.04%0.0%
Q1 2021$705,000
+4.9%
22,392
-1.8%
0.04%
+2.8%
Q4 2020$672,000
+12.9%
22,793
-4.4%
0.04%
-26.5%
Q3 2020$595,000
-29.0%
23,850
-28.2%
0.05%
-36.4%
Q2 2020$838,000
+10.6%
33,208
-5.5%
0.08%
+13.2%
Q1 2020$758,000
-50.2%
35,147
-22.4%
0.07%
-38.2%
Q4 2019$1,522,000
+22.1%
45,316
+10.9%
0.11%
+15.8%
Q3 2019$1,247,000
+8.9%
40,859
+9.6%
0.10%
+10.5%
Q2 2019$1,145,000
+3.6%
37,294
+5.1%
0.09%
-7.5%
Q1 2019$1,105,000
+18.4%
35,486
+13.9%
0.09%
+12.0%
Q4 2018$933,000
-48.5%
31,161
-43.9%
0.08%
-63.4%
Q3 2018$1,812,000
+88.0%
55,553
+90.1%
0.23%
+284.7%
Q1 2018$964,000
-6.0%
29,226
-2.2%
0.06%
-44.9%
Q4 2017$1,025,000
-55.0%
29,891
-55.7%
0.11%
-71.2%
Q3 2017$2,279,000
-26.7%
67,493
+550.8%
0.37%
-16.3%
Q3 2016$3,109,00010,3700.44%
Other shareholders
ISHARES TR shareholders Q3 2022
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