Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 374 filers reported holding ISHARES TR in Q2 2019. The put-call ratio across all filers is 0.86 and the average weighting 0.3%.

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 Q2 2019
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders