Jacobi Capital Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q3 2019. The put-call ratio across all filers is 0.81 and the average weighting 0.3%.

Quarter-by-quarter ownership
Jacobi Capital Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$17,000
-10.5%
5710.0%0.00%
-33.3%
Q2 2021$19,000
+5.6%
5710.0%0.00%0.0%
Q1 2021$18,000
+5.9%
5710.0%0.00%0.0%
Q4 2020$17,000
-61.4%
571
-67.9%
0.00%
-62.5%
Q3 2020$44,0000.0%1,781
-19.6%
0.01%0.0%
Q2 2020$44,000
+10.0%
2,216
+26.4%
0.01%
-11.1%
Q1 2020$40,000
-57.4%
1,753
-37.7%
0.01%
-47.1%
Q4 2019$94,000
+9.3%
2,812
+0.9%
0.02%0.0%
Q3 2019$86,000
+1.2%
2,786
+0.7%
0.02%0.0%
Q2 2019$85,000
-1.2%
2,767
-0.3%
0.02%
-22.7%
Q1 2019$86,000
+36.5%
2,776
+27.3%
0.02%
+29.4%
Q4 2018$63,000
-17.1%
2,181
-6.2%
0.02%
-15.0%
Q3 2018$76,000
+1.3%
2,3260.0%0.02%
-9.1%
Q2 2018$75,000
+3650.0%
2,326
+3776.7%
0.02%
+2100.0%
Q1 2018$2,0000.0%600.0%0.00%0.0%
Q4 2017$2,0000.0%600.0%0.00%0.0%
Q3 2017$2,0000.0%600.0%0.00%0.0%
Q2 2017$2,0000.0%600.0%0.00%0.0%
Q1 2017$2,000
-85.7%
60
-87.0%
0.00%
-88.9%
Q4 2016$14,0000.0%4600.0%0.01%
+28.6%
Q3 2016$14,000
+7.7%
4600.0%0.01%
+16.7%
Q2 2016$13,0004600.01%
Other shareholders
ISHARES TR shareholders Q3 2019
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders