Jacobi Capital Management 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
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 Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders