JNBA Financial Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
JNBA Financial Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,248,431
-25.1%
88,521
-22.3%
0.28%
-21.9%
Q2 2023$3,000,169
-23.9%
113,945
-20.6%
0.36%
-29.8%
Q1 2023$3,943,108
-5.0%
143,438
-6.1%
0.51%
-11.1%
Q4 2022$4,149,902
-4.6%
152,795
-20.9%
0.58%
-14.1%
Q3 2022$4,352,000
-33.3%
193,151
-19.6%
0.67%
-32.1%
Q2 2022$6,525,000
-6.8%
240,260
+9.0%
0.99%
+6.8%
Q1 2022$7,001,000
+15.3%
220,441
+13.2%
0.93%
+25.1%
Q4 2021$6,071,000
-2.1%
194,718
-4.5%
0.74%
-11.2%
Q3 2021$6,204,000
-10.2%
203,940
-4.4%
0.83%
-10.9%
Q2 2021$6,912,000
+2.2%
213,336
-0.7%
0.94%
-4.7%
Q1 2021$6,765,000
+7.0%
214,904
+0.2%
0.98%
-5.6%
Q4 2020$6,323,000
+9.1%
214,573
-7.7%
1.04%
-11.0%
Q3 2020$5,795,000
-5.6%
232,468
-4.8%
1.17%
-11.2%
Q2 2020$6,137,000
-0.1%
244,317
-10.1%
1.32%
-10.8%
Q1 2020$6,142,000
+22.4%
271,749
+81.8%
1.48%
+54.2%
Q4 2019$5,018,000
+18.1%
149,487
+8.1%
0.96%
+10.8%
Q3 2019$4,249,000
+15.0%
138,223
+14.9%
0.86%
+14.7%
Q2 2019$3,696,000
+3.8%
120,323
+4.3%
0.75%
-1.6%
Q1 2019$3,560,000
+16.0%
115,366
+7.9%
0.76%
+9.9%
Q4 2018$3,070,000
-8.2%
106,930
+2.5%
0.70%
-1.6%
Q2 2018$3,343,000
-3.5%
104,293
-0.6%
0.71%
-4.7%
Q1 2018$3,464,000
-1.9%
104,948
+0.4%
0.74%
-0.1%
Q4 2017$3,532,000
+14.9%
104,532
+14.8%
0.74%
+8.3%
Q3 2017$3,073,000
+15.5%
91,020
+11.9%
0.69%
+13.4%
Q2 2017$2,661,000
+7.6%
81,334
+3.5%
0.60%
+3.6%
Q1 2017$2,472,000
+12.6%
78,588
+5.8%
0.58%
+9.4%
Q4 2016$2,196,000
+219500.0%
74,304
+297116.0%
0.53%
Q3 2016$1,000
-99.7%
25
-99.8%
0.00%
-100.0%
Q2 2016$399,000
+235.3%
13,935
+239.2%
0.11%
+160.5%
Q1 2016$119,000
+0.8%
4,1080.0%0.04%
-4.4%
Q4 2015$118,000
+19.2%
4,108
+16.3%
0.04%
+7.1%
Q3 2015$99,000
-13.2%
3,5320.0%0.04%
-2.3%
Q2 2015$114,000
+185.0%
3,532
+200.6%
0.04%
+186.7%
Q1 2015$40,0000.0%1,1750.0%0.02%
-6.2%
Q4 2014$40,000
+344.4%
1,175
+370.0%
0.02%
+300.0%
Q3 2014$9,000
-10.0%
2500.0%0.00%
-20.0%
Q2 2014$10,0000.0%2500.0%0.01%0.0%
Q1 2014$10,000
+11.1%
2500.0%0.01%0.0%
Q4 2013$9,0002500.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders