Allworth Financial LP - 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
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$98,769
-28.6%
3,889
-26.0%
0.00%0.0%
Q2 2023$138,273
-3.1%
5,252
+1.2%
0.00%0.0%
Q1 2023$142,707
-0.5%
5,191
-1.7%
0.00%
-50.0%
Q4 2022$143,455
-17.1%
5,282
-31.2%
0.00%0.0%
Q3 2022$173,000
-18.0%
7,679
-1.1%
0.00%
-33.3%
Q2 2022$211,000
-13.9%
7,764
+0.6%
0.00%0.0%
Q1 2022$245,000
-15.2%
7,717
-16.7%
0.00%
-25.0%
Q4 2021$289,000
-27.4%
9,262
-29.2%
0.00%
-42.9%
Q3 2021$398,000
-6.1%
13,0770.0%0.01%
-12.5%
Q2 2021$424,000
+4.4%
13,077
+1.3%
0.01%0.0%
Q1 2021$406,000
-3.8%
12,905
-9.8%
0.01%
-27.3%
Q4 2020$422,000
+18.5%
14,308
+0.1%
0.01%0.0%
Q3 2020$356,000
-2.5%
14,291
-1.5%
0.01%0.0%
Q2 2020$365,000
+11.6%
14,512
+0.2%
0.01%0.0%
Q1 2020$327,000
-33.7%
14,486
-1.4%
0.01%
-35.3%
Q4 2019$493,000
+9.3%
14,687
+0.2%
0.02%0.0%
Q3 2019$451,000
-3.2%
14,662
-3.3%
0.02%
-5.6%
Q2 2019$466,000
-1.1%
15,160
-0.6%
0.02%
-10.0%
Q1 2019$471,000
+2.8%
15,251
-4.3%
0.02%
-13.0%
Q4 2018$458,000
-38.4%
15,943
-30.1%
0.02%
-32.4%
Q3 2018$744,000
-1.3%
22,815
-3.1%
0.03%
-5.6%
Q2 2018$754,000
-2.7%
23,540
+0.3%
0.04%
-40.0%
Q1 2018$775,000
-2.1%
23,470
+0.1%
0.06%
-3.2%
Q4 2017$792,000
-3.5%
23,452
-3.5%
0.06%
-8.8%
Q3 2017$821,000
+3.3%
24,305
+0.1%
0.07%
-2.9%
Q2 2017$795,000
-7.5%
24,290
-11.0%
0.07%
-13.6%
Q1 2017$859,000
+5.1%
27,303
-1.3%
0.08%
-2.4%
Q4 2016$817,000
-21.9%
27,649
-20.8%
0.08%
-24.5%
Q3 2016$1,046,000
-3.0%
34,889
-7.4%
0.11%
-9.1%
Q2 2016$1,078,000
-36.6%
37,668
-35.7%
0.12%
-43.2%
Q1 2016$1,699,000
-21.5%
58,622
-22.3%
0.21%
-45.5%
Q4 2015$2,165,000
-29.3%
75,407
-30.7%
0.39%
-64.1%
Q3 2015$3,062,000
-15.9%
108,865
-3.4%
1.09%
-16.2%
Q2 2015$3,642,000
+6.9%
112,648
+11.2%
1.30%
+2.6%
Q1 2015$3,408,000
-26.6%
101,318
-26.5%
1.27%
-27.9%
Q4 2014$4,646,000
+0.4%
137,902
+6.6%
1.76%
-2.4%
Q3 2014$4,629,000
+41.6%
129,327
+57.9%
1.80%
+22.1%
Q2 2014$3,268,000
-64.3%
81,919
-65.4%
1.47%
-63.3%
Q1 2014$9,158,000
+197.8%
237,013
+192.4%
4.01%
+163.7%
Q4 2013$3,075,000
+9.9%
81,058
+5.0%
1.52%
+4.8%
Q3 2013$2,799,000
+14.7%
77,194
+0.7%
1.45%
+5.8%
Q2 2013$2,441,00076,6731.37%
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