Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 391 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 1.40 and the average weighting 0.4%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,700,226
+20.9%
145,678
+25.3%
0.14%
+24.1%
Q2 2023$3,060,209
+28.0%
116,225
+33.7%
0.12%
+18.4%
Q1 2023$2,390,260
+5.8%
86,950
+4.5%
0.10%
-3.0%
Q4 2022$2,258,857
+257.4%
83,169
+196.7%
0.10%
+206.1%
Q3 2022$632,000
-3.1%
28,034
+16.8%
0.03%
-23.3%
Q2 2022$652,000
-15.4%
24,005
-1.1%
0.04%0.0%
Q1 2022$771,000
+1.3%
24,282
-0.6%
0.04%
+7.5%
Q4 2021$761,000
+2.3%
24,420
-0.1%
0.04%
-9.1%
Q3 2021$744,000
-7.8%
24,450
-1.9%
0.04%
-8.3%
Q2 2021$807,000
+2.0%
24,917
-0.9%
0.05%
-11.1%
Q1 2021$791,000
+0.1%
25,139
-6.3%
0.05%
-8.5%
Q4 2020$790,000
+17.9%
26,819
-0.2%
0.06%
+1.7%
Q3 2020$670,000
-3.5%
26,862
-2.8%
0.06%
-14.7%
Q2 2020$694,000
+144.4%
27,646
+120.1%
0.07%
+74.4%
Q1 2020$284,000
-66.3%
12,562
-49.9%
0.04%
-56.7%
Q4 2019$842,000
+23.5%
25,094
+13.1%
0.09%0.0%
Q3 2019$682,000
+0.9%
22,196
+0.8%
0.09%
+2.3%
Q2 2019$676,000
-0.9%
22,015
-0.3%
0.09%
-12.9%
Q1 2019$682,000
+8.6%
22,089
+1.0%
0.10%
-18.5%
Q4 2018$628,000
-10.5%
21,862
+1.7%
0.12%
+15.9%
Q3 2018$702,000
+2.0%
21,501
+0.2%
0.11%
-31.8%
Q2 2018$688,000
-40.2%
21,452
-38.5%
0.16%
-46.2%
Q1 2018$1,151,000
+177.3%
34,872
+183.7%
0.29%
+86.0%
Q4 2017$415,00012,2910.16%
Other shareholders
ISHARES TR shareholders Q1 2019
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders