Wilshire Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Wilshire Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$2,886,000
-0.3%
91,678
-6.7%
2.73%
-0.8%
Q4 2020$2,896,000
+34.0%
98,286
+13.3%
2.75%
+25.1%
Q3 2020$2,162,000
+27.6%
86,714
+28.6%
2.20%
+23.4%
Q2 2020$1,694,000
-2.9%
67,440
-12.7%
1.78%
-6.3%
Q1 2020$1,745,000
-21.0%
77,220
+17.3%
1.90%
-3.1%
Q4 2019$2,210,000
-1.4%
65,820
-9.7%
1.96%
-1.9%
Q3 2019$2,242,000
-4.2%
72,930
-4.3%
2.00%
-3.5%
Q2 2019$2,341,000
+89.9%
76,210
+90.8%
2.07%
+79.2%
Q1 2019$1,233,000
+45.2%
39,950
+35.1%
1.16%
+29.2%
Q4 2018$849,000
-13.9%
29,570
-2.1%
0.90%
-4.0%
Q3 2018$986,000
+2.8%
30,210
+1.0%
0.93%
+3.1%
Q2 2018$959,000
-40.3%
29,910
-38.6%
0.90%
-39.7%
Q1 2018$1,607,000
-8.5%
48,680
-6.4%
1.50%
-8.4%
Q4 2017$1,757,000
+0.1%
51,9900.0%1.64%
+5.3%
Q3 2017$1,755,000
+39.6%
51,990
+35.3%
1.56%
+42.7%
Q2 2017$1,257,000
-4.6%
38,430
-8.2%
1.09%
+4.8%
Q1 2017$1,318,000
-3.5%
41,880
-8.5%
1.04%
-3.9%
Q4 2016$1,366,000
-45.1%
45,790
-44.9%
1.08%
-49.8%
Q3 2016$2,490,000
-11.7%
83,045
-15.7%
2.16%
-12.4%
Q2 2016$2,820,000
-26.8%
98,495
-25.8%
2.46%
+25.9%
Q1 2016$3,851,000
+2.5%
132,8000.0%1.96%
-7.7%
Q4 2015$3,757,000132,8002.12%
Other shareholders
ISHARES TR shareholders Q1 2019
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