Alpha Cubed Investments, LLC - 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
Alpha Cubed Investments, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$292,000
-35.0%
10,744
-24.0%
0.02%
-27.6%
Q1 2022$449,000
+12.0%
14,135
+9.8%
0.03%
+11.5%
Q4 2021$401,000
-4.1%
12,872
-6.3%
0.03%
-16.1%
Q3 2021$418,000
-4.8%
13,732
+1.4%
0.03%
-3.1%
Q2 2021$439,000
-6.2%
13,536
-8.9%
0.03%
-11.1%
Q1 2021$468,000
+44.4%
14,861
+35.1%
0.04%
+28.6%
Q4 2020$324,000
-4.7%
11,004
-19.2%
0.03%
-15.2%
Q3 2020$340,000
+2.7%
13,622
+3.5%
0.03%
-8.3%
Q2 2020$331,000
-18.9%
13,157
-27.1%
0.04%
-26.5%
Q1 2020$408,000
-49.3%
18,056
-24.7%
0.05%
-41.0%
Q4 2019$805,000
+9.8%
23,965
+0.5%
0.08%
-2.4%
Q3 2019$733,000
-5.2%
23,853
-5.2%
0.08%
-4.5%
Q2 2019$773,000
-6.3%
25,171
-5.9%
0.09%
-11.0%
Q1 2019$825,000
+8.1%
26,744
+0.6%
0.10%
-12.3%
Q4 2018$763,000
-61.2%
26,580
-57.7%
0.11%
-50.2%
Q3 2018$1,969,000
-76.5%
62,800
-76.0%
0.23%
-78.8%
Q2 2018$8,395,000
-5.4%
261,920
-2.6%
1.08%
-6.6%
Q1 2018$8,873,000
+1.0%
268,804
+3.4%
1.16%
+1.0%
Q4 2017$8,784,000
+14.3%
259,956
+14.2%
1.15%
-0.9%
Q3 2017$7,684,000
+10.8%
227,598
+7.4%
1.16%
-2.9%
Q2 2017$6,937,000
+34.8%
212,014
+29.6%
1.19%
+13.2%
Q1 2017$5,147,000
+7.8%
163,600
+1.3%
1.05%
-8.2%
Q4 2016$4,775,000
+7.8%
161,548
+9.3%
1.15%
-3.7%
Q3 2016$4,430,000
+2.9%
147,765
-1.7%
1.19%
-19.8%
Q2 2016$4,305,000150,3681.48%
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