StrategIQ Financial Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
StrategIQ Financial Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,822,398
-2.3%
111,118
+1.3%
0.33%
-0.9%
Q2 2023$2,887,891
+2.3%
109,681
+6.8%
0.33%
+1.2%
Q1 2023$2,821,855
+10.0%
102,650
+8.7%
0.33%
+9.8%
Q4 2022$2,565,850
+29.7%
94,472
+7.6%
0.30%
+18.3%
Q3 2022$1,979,000
-18.9%
87,835
-2.2%
0.25%
-15.2%
Q2 2022$2,439,000
-20.5%
89,812
-7.0%
0.30%
-11.1%
Q1 2022$3,066,000
+1.9%
96,530
+0.0%
0.33%
+10.3%
Q4 2021$3,009,000
+9.7%
96,511
+7.0%
0.30%
-44.7%
Q3 2021$2,744,000
-4.4%
90,197
+1.8%
0.55%
-3.7%
Q2 2021$2,870,000
+2.0%
88,590
-0.9%
0.57%
-4.2%
Q1 2021$2,815,000
+3.2%
89,420
-3.4%
0.59%
-3.1%
Q4 2020$2,729,000
+7.6%
92,600
-9.0%
0.61%
-3.9%
Q3 2020$2,537,000
-10.7%
101,781
-10.0%
0.64%
-17.0%
Q2 2020$2,841,000
-11.5%
113,108
-20.4%
0.77%
-23.0%
Q1 2020$3,210,000
-37.2%
142,055
-6.7%
1.00%
-24.6%
Q4 2019$5,113,000
+7.2%
152,311
-1.9%
1.32%
-2.0%
Q3 2019$4,770,000
-0.6%
155,186
-0.7%
1.35%
-3.2%
Q2 2019$4,800,000
+1.5%
156,260
+2.0%
1.39%
-4.5%
Q1 2019$4,728,000
+8.0%
153,205
+0.4%
1.46%
-3.1%
Q4 2018$4,379,000
-16.9%
152,532
-5.5%
1.50%
-10.1%
Q3 2018$5,267,000
+16.2%
161,426
+14.1%
1.67%
+6.4%
Q2 2018$4,534,000
+10.0%
141,464
+13.3%
1.57%
-4.0%
Q1 2018$4,121,000
+3.3%
124,855
+5.8%
1.63%
+5.2%
Q4 2017$3,988,000
-12.6%
118,028
-12.7%
1.55%
-15.5%
Q3 2017$4,564,000
+14.6%
135,195
+11.1%
1.84%
+8.6%
Q2 2017$3,981,000
+19.5%
121,667
+14.9%
1.69%
+11.9%
Q1 2017$3,330,000
+22.1%
105,859
+14.8%
1.51%
+10.9%
Q4 2016$2,727,000
+19.4%
92,245
+21.1%
1.36%
+8.6%
Q3 2016$2,283,000
+124.0%
76,163
+114.1%
1.25%
+110.1%
Q2 2016$1,019,00035,5760.60%
Other shareholders
ISHARES TR shareholders Q4 2021
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