Colonial Trust Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Colonial Trust Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$101,600
-3.5%
4,0000.0%0.01%0.0%
Q2 2023$105,320
-4.8%
4,000
-0.6%
0.01%
-7.7%
Q1 2023$110,675
-18.1%
4,026
-19.1%
0.01%
-23.5%
Q4 2022$135,148
+18.6%
4,976
-1.5%
0.02%
+13.3%
Q3 2022$114,000
-45.2%
5,054
-39.0%
0.02%
-57.1%
Q2 2020$208,000
-22.7%
8,281
-30.3%
0.04%
-37.5%
Q1 2020$269,000
-36.0%
11,881
-5.0%
0.06%
-20.0%
Q4 2019$420,000
+5.3%
12,501
-3.6%
0.07%
-1.4%
Q3 2019$399,000
-17.7%
12,966
-17.8%
0.07%
-19.3%
Q2 2019$485,000
-7.8%
15,775
-7.4%
0.09%
-12.0%
Q1 2019$526,000
+40.6%
17,033
+30.6%
0.10%
+9.9%
Q4 2018$374,000
-38.4%
13,038
-29.9%
0.09%
-20.2%
Q3 2018$607,000
-4.3%
18,610
-5.9%
0.11%
-9.5%
Q2 2018$634,000
-3.4%
19,777
-0.5%
0.13%
-6.0%
Q1 2018$656,000
-4.1%
19,867
-1.9%
0.13%
+26.4%
Q4 2017$684,000
+26.0%
20,248
+25.9%
0.11%
-10.9%
Q3 2017$543,000
-5.4%
16,084
-8.4%
0.12%
-8.5%
Q2 2017$574,000
+185.6%
17,555
+161.5%
0.13%
+106.3%
Q3 2016$201,000
-0.5%
6,712
-3.5%
0.06%
-4.5%
Q1 2016$202,000
-12.6%
6,957
-13.5%
0.07%
-14.3%
Q4 2015$231,000
+1.3%
8,040
-0.8%
0.08%0.0%
Q3 2015$228,000
-62.4%
8,107
-56.8%
0.08%
-59.0%
Q2 2015$607,000
+10.4%
18,772
+14.7%
0.19%
+11.9%
Q1 2015$550,000
+36.8%
16,363
+37.3%
0.17%
+8.4%
Q4 2014$402,000
-14.6%
11,922
-9.5%
0.16%
+6.2%
Q3 2014$471,000
-15.4%
13,168
-5.8%
0.15%
-13.6%
Q2 2014$557,000
+5.7%
13,976
+2.6%
0.17%
+2.4%
Q1 2014$527,000
+6.9%
13,627
+4.8%
0.16%
+6.5%
Q4 2013$493,000
+39.3%
13,001
+33.1%
0.16%
+29.2%
Q3 2013$354,000
+13.1%
9,768
-0.5%
0.12%
+8.1%
Q2 2013$313,0009,8180.11%
Other shareholders
ISHARES TR shareholders Q3 2018
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders