LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 379 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$956,000
-14.2%
42,435
+3.5%
0.09%
-11.4%
Q2 2022$1,114,000
-14.0%
41,018
+0.6%
0.10%
+4.0%
Q1 2022$1,295,000
+3.1%
40,762
+1.2%
0.10%
+5.2%
Q4 2021$1,256,000
+68.4%
40,285
+59.0%
0.10%
+60.0%
Q4 2020$746,000
+7.8%
25,330
-8.8%
0.06%
+13.2%
Q3 2020$692,000
+0.6%
27,775
+1.5%
0.05%0.0%
Q2 2020$688,000
+11.0%
27,375
-0.2%
0.05%
-28.4%
Q1 2020$620,000
-35.6%
27,436
-4.3%
0.07%
+94.7%
Q4 2019$963,000
+12.5%
28,674
+3.0%
0.04%
-57.3%
Q3 2019$856,000
-7.4%
27,850
-7.4%
0.09%
-4.3%
Q2 2019$924,000
-0.4%
30,084
+0.1%
0.09%
-8.8%
Q1 2019$928,000
+10.5%
30,058
+2.8%
0.10%
-2.9%
Q4 2018$840,000
-13.6%
29,247
-1.9%
0.10%0.0%
Q3 2018$972,000
+0.4%
29,800
-1.3%
0.10%
+47.9%
Q2 2018$968,000
-0.8%
30,182
+2.1%
0.07%
-6.6%
Q1 2018$976,000
-1.8%
29,562
+0.5%
0.08%
-1.3%
Q4 2017$994,000
+0.5%
29,404
+0.4%
0.08%
-12.5%
Q3 2017$989,000
+20.3%
29,284
+10.8%
0.09%
-30.7%
Q2 2017$822,000
-2.6%
26,420
-2.5%
0.13%
+47.7%
Q1 2017$844,000
+5.4%
27,105
-0.0%
0.09%
-15.7%
Q4 2016$801,00027,1100.10%
Other shareholders
ISHARES TR shareholders Q4 2018
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