Intersect Capital 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
Intersect Capital LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,373,000
-16.6%
50,552
-2.5%
0.42%
+31.3%
Q1 2022$1,646,000
+6.0%
51,827
+4.0%
0.32%
+10.5%
Q4 2021$1,553,000
+17.1%
49,813
+14.3%
0.29%
+26.0%
Q3 2021$1,326,000
+3.4%
43,577
+10.1%
0.23%0.0%
Q2 2021$1,282,000
+11.1%
39,577
+7.9%
0.23%
-3.0%
Q1 2021$1,154,000
+9.5%
36,667
+2.5%
0.23%
+0.9%
Q4 2020$1,054,000
+17.2%
35,767
-0.8%
0.23%
-4.1%
Q3 2020$899,000
-0.8%
36,064
+0.0%
0.24%
-17.1%
Q2 2020$906,000
+12.1%
36,060
+0.9%
0.29%
-9.0%
Q1 2020$808,000
-37.7%
35,743
-7.4%
0.32%
-25.9%
Q4 2019$1,296,000
+10.4%
38,598
+1.1%
0.43%
-1.1%
Q3 2019$1,174,000
-1.8%
38,192
-1.8%
0.44%
-5.2%
Q2 2019$1,195,000
+3.8%
38,907
+4.3%
0.46%
-4.7%
Q1 2019$1,151,000
+7.5%
37,299
+0.0%
0.48%
-5.5%
Q4 2018$1,071,000
-11.0%
37,295
+1.1%
0.51%
-2.3%
Q3 2018$1,204,000
+10.9%
36,887
+8.9%
0.52%
+0.4%
Q2 2018$1,086,000
+7.0%
33,887
+10.2%
0.52%
-2.6%
Q1 2018$1,015,000
+9.7%
30,756
+12.4%
0.54%
+7.6%
Q4 2017$925,000
+38.5%
27,368
+38.3%
0.50%
+31.7%
Q3 2017$668,000
+51.5%
19,785
+46.7%
0.38%
+43.0%
Q2 2017$441,00013,4850.26%
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