IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$993,478
-85.4%
39,113
-82.6%
0.04%
-69.8%
Q2 2023$6,788,346
+68.4%
224,154
+90.4%
0.15%
-14.9%
Q1 2023$4,031,410
+336411.7%
117,743
+236.6%
0.18%
+446.9%
Q4 2022$1,198
-99.9%
34,980
+2.9%
0.03%
+6.7%
Q3 2022$1,163,000
+1.6%
33,983
+1.5%
0.03%
-16.7%
Q2 2022$1,145,000
-34.2%
33,490
-34.2%
0.04%
+63.6%
Q1 2022$1,740,000
+255.8%
50,881
+223.6%
0.02%
+120.0%
Q4 2021$489,000
-16.1%
15,721
-18.0%
0.01%
-16.7%
Q3 2021$583,000
-78.1%
19,175
-76.7%
0.01%
-78.2%
Q2 2021$2,667,000
+523.1%
82,319
+503.1%
0.06%
+587.5%
Q1 2021$428,000
+8.6%
13,649
+2.0%
0.01%
-50.0%
Q4 2020$394,000
+11.3%
13,375
-5.9%
0.02%
-23.8%
Q3 2020$354,000
-32.2%
14,220
-31.6%
0.02%
-48.8%
Q2 2020$522,000
-11.5%
20,789
-19.8%
0.04%
-31.7%
Q1 2020$590,000
-37.1%
25,922
-6.8%
0.06%
-15.5%
Q4 2019$938,000
+11.9%
27,809
+1.5%
0.07%
+26.8%
Q3 2019$838,000
+170.3%
27,402
+174.2%
0.06%
+33.3%
Q1 2019$310,000
-63.6%
9,995
-66.4%
0.04%
-19.2%
Q4 2018$851,000
-30.3%
29,740
-20.5%
0.05%
+4.0%
Q3 2018$1,221,000
-26.9%
37,411
-28.2%
0.05%
-28.6%
Q2 2018$1,670,000
-3.0%
52,095
+2.3%
0.07%
-10.3%
Q1 2018$1,721,0000.0%50,9340.0%0.08%0.0%
Q4 2017$1,721,000
-2.8%
50,934
-2.9%
0.08%
+11.4%
Q3 2017$1,770,000
+56.5%
52,437
+51.8%
0.07%
+45.8%
Q2 2017$1,131,000
-19.6%
34,553
-22.7%
0.05%
-21.3%
Q1 2017$1,407,000
+10.5%
44,723
+3.8%
0.06%0.0%
Q4 2016$1,273,000
-10.8%
43,072
-9.5%
0.06%
-17.6%
Q3 2016$1,427,000
-7.1%
47,591
-11.3%
0.07%
-14.0%
Q2 2016$1,536,000
+395.5%
53,637
+436.6%
0.09%
+104.8%
Q1 2016$310,000
-81.4%
9,995
-82.8%
0.04%
-62.5%
Q4 2015$1,666,00058,0130.11%
Other shareholders
ISHARES TR shareholders Q1 2023
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