Sowell Financial Services 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
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,151,000
+12.0%
44,452
+13.8%
0.07%
+26.3%
Q2 2023$1,028,000
+184460.1%
39,059
+92.6%
0.06%
+32.6%
Q1 2023$557
-45.6%
20,275
-46.2%
0.04%
-34.8%
Q4 2022$1,024
-99.8%
37,717
+31.7%
0.07%
+1.5%
Q3 2022$645,000
-21.1%
28,640
+9.2%
0.06%
+38.3%
Q4 2021$818,000
+22.5%
26,231
+19.5%
0.05%
+4.4%
Q3 2021$668,000
-15.9%
21,946
-10.5%
0.04%
-15.1%
Q2 2021$794,000
-7.7%
24,511
-5.0%
0.05%
+76.7%
Q1 2021$860,000
+28.0%
25,793
+13.1%
0.03%
+3.4%
Q4 2020$672,000
+10.3%
22,798
-6.6%
0.03%
-3.3%
Q3 2020$609,000
-7.4%
24,412
-6.9%
0.03%
-16.7%
Q2 2020$658,000
-71.5%
26,211
-74.4%
0.04%
-78.9%
Q1 2020$2,310,000
+25.8%
102,220
+86.9%
0.17%
+22.1%
Q4 2019$1,836,000
+5.4%
54,700
-3.5%
0.14%
-2.8%
Q3 2019$1,742,000
+89.1%
56,662
+89.8%
0.14%
+39.8%
Q1 2019$921,000
-4.2%
29,851
-10.8%
0.10%
-24.3%
Q4 2018$961,00033,4760.14%
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