Sunbelt Securities, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sunbelt Securities, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$525,323
-8.2%
20,682
-4.9%
0.07%
-11.0%
Q2 2023$572,376
-4.3%
21,739
+0.1%
0.08%
-14.6%
Q1 2023$598,390
-6.0%
21,712
-7.3%
0.10%
-22.6%
Q4 2022$636,378
+48.0%
23,431
+22.7%
0.12%
+36.3%
Q3 2022$430,000
-30.8%
19,093
-16.5%
0.09%
-30.5%
Q2 2022$621,000
+22.0%
22,869
+43.9%
0.13%
+40.9%
Q1 2022$509,000
-25.5%
15,891
-23.2%
0.09%
-16.2%
Q4 2021$683,000
-6.7%
20,697
-9.3%
0.11%
-15.9%
Q3 2021$732,0000.0%22,8100.0%0.13%0.0%
Q2 2021$732,000
+2.1%
22,810
+0.1%
0.13%
-6.4%
Q1 2021$717,000
-5.0%
22,789
-11.0%
0.14%
-9.6%
Q4 2020$755,000
+23.4%
25,615
+4.4%
0.16%
-8.2%
Q3 2020$612,000
-9.7%
24,533
-9.1%
0.17%
-27.0%
Q2 2020$678,000
-16.2%
27,003
-23.1%
0.23%
+565.7%
Q1 2020$809,000
-31.4%
35,097
-0.2%
0.04%
-71.8%
Q4 2019$1,180,000
+51.1%
35,154
+38.4%
0.12%
+40.9%
Q3 2019$781,000
+2.6%
25,407
+2.6%
0.09%
-73.4%
Q2 2019$761,000
-3.7%
24,773
-3.2%
0.33%
-16.2%
Q1 2019$790,000
+0.9%
25,599
-6.2%
0.40%
-13.4%
Q4 2018$783,000
-76.1%
27,278
-72.8%
0.46%
-74.0%
Q3 2018$3,276,000
-4.3%
100,385
-6.0%
1.75%
-14.4%
Q2 2018$3,422,000
+90.4%
106,782
+96.1%
2.05%
+24.6%
Q1 2018$1,797,000
+14.0%
54,442
+16.6%
1.64%
+7.2%
Q4 2017$1,577,000
+19.4%
46,676
+19.3%
1.53%
+10.5%
Q3 2017$1,321,00039,1271.39%
Other shareholders
ISHARES TR shareholders Q3 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