FDx Advisors, Inc. - 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
FDx Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$481,000
-64.1%
17,721
-58.0%
0.02%
-60.0%
Q1 2022$1,339,000
+20.8%
42,146
+18.6%
0.04%
+45.2%
Q4 2021$1,108,000
-32.8%
35,530
-34.4%
0.03%
-41.5%
Q3 2021$1,648,000
-9.8%
54,174
-3.9%
0.05%
-13.1%
Q2 2021$1,827,000
+360.2%
56,396
+347.4%
0.06%
+306.7%
Q1 2021$397,000
+85.5%
12,606
+73.7%
0.02%
+66.7%
Q4 2020$214,000
-62.9%
7,257
-68.6%
0.01%
-66.7%
Q3 2020$577,000
+15.4%
23,127
+16.3%
0.03%
+3.8%
Q2 2020$500,000
+8.7%
19,894
-2.2%
0.03%
-13.3%
Q1 2020$460,000
+63.7%
20,342
+142.6%
0.03%
+87.5%
Q4 2019$281,000
-55.3%
8,384
-59.0%
0.02%
-63.6%
Q3 2019$629,000
-55.1%
20,463
-55.1%
0.04%
-20.0%
Q2 2019$1,400,000
+30.1%
45,575
+30.7%
0.06%
+25.0%
Q1 2019$1,076,000
+44.2%
34,876
+34.2%
0.04%
-27.9%
Q4 2018$746,000
-37.1%
25,995
-28.5%
0.06%
+38.6%
Q3 2018$1,186,000
-46.3%
36,341
-47.3%
0.04%
-45.0%
Q2 2018$2,208,000
-15.0%
68,903
-12.5%
0.08%
+2.6%
Q1 2018$2,598,000
-12.7%
78,713
-10.6%
0.08%
-3.7%
Q4 2017$2,976,000
+17.8%
88,065
+17.7%
0.08%
+17.4%
Q3 2017$2,526,000
+7.3%
74,822
+4.0%
0.07%
-1.4%
Q2 2017$2,355,000
+42.7%
71,960
+37.2%
0.07%
+40.0%
Q1 2017$1,650,000
+7.4%
52,439
+0.9%
0.05%
+13.6%
Q4 2016$1,537,000
-29.9%
51,990
-28.9%
0.04%
-51.6%
Q3 2016$2,192,000
+184.3%
73,113
+171.4%
0.09%
+160.0%
Q2 2016$771,000
-7.2%
26,938
-6.0%
0.04%
-7.9%
Q1 2016$831,000
+11.2%
28,669
+10.2%
0.04%
+11.8%
Q4 2015$747,000
-99.8%
26,020
+135.8%
0.03%
+25.9%
Q3 2015$310,471,000
+16379.4%
11,037
-81.1%
0.03%
-71.0%
Q2 2015$1,884,000
-27.5%
58,266
-24.5%
0.09%
+63.2%
Q1 2015$2,598,000
+61.7%
77,200
+61.9%
0.06%
-41.8%
Q4 2014$1,607,000
+3.6%
47,690
+10.0%
0.10%
-3.0%
Q3 2014$1,551,000
-2.7%
43,339
+8.5%
0.10%
-2.9%
Q2 2014$1,594,000
+28.5%
39,957
+24.5%
0.10%
+1.0%
Q1 2014$1,240,000
-7.7%
32,087
-9.4%
0.10%
-23.1%
Q4 2013$1,344,000
+137.0%
35,420
+126.6%
0.13%
+100.0%
Q3 2013$567,000
+49.6%
15,628
+31.4%
0.07%
+34.0%
Q2 2013$379,00011,8910.05%
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