Wealth Advisors of Tampa Bay, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Advisors of Tampa Bay, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$234,000
-95.4%
7,346
-95.5%
0.06%
-95.0%
Q4 2021$5,087,000
+106.6%
163,158
+101.6%
1.25%
-8.2%
Q3 2021$2,462,000
-18.4%
80,948
-13.1%
1.36%
-19.0%
Q2 2021$3,017,000
+3.5%
93,127
+0.6%
1.68%
-2.6%
Q1 2021$2,915,000
+12.1%
92,598
+4.9%
1.72%
-4.9%
Q4 2020$2,600,000
+9.8%
88,237
-7.1%
1.81%
+3.0%
Q3 2020$2,369,000
+0.7%
95,015
+1.4%
1.76%
-10.3%
Q2 2020$2,353,000
+10.7%
93,674
-0.4%
1.96%
-17.6%
Q1 2020$2,126,000
-33.2%
94,088
-0.8%
2.38%
-18.8%
Q4 2019$3,185,000
+8.0%
94,880
-1.1%
2.93%
+20.0%
Q3 2019$2,948,000
-9.7%
95,905
-9.8%
2.45%
+3.2%
Q2 2019$3,266,000
-2.0%
106,300
-1.6%
2.37%
-2.0%
Q1 2019$3,333,000
+9.9%
108,007
+2.2%
2.42%
-1.9%
Q4 2018$3,034,000
-13.9%
105,631
-2.3%
2.47%
-0.3%
Q3 2018$3,525,000
+10.1%
108,067
+7.4%
2.47%
+1.1%
Q2 2018$3,203,000
-1.9%
100,642
+1.9%
2.45%
+3.6%
Q1 2018$3,264,000
-3.5%
98,765
+0.9%
2.36%
+1.8%
Q4 2017$3,382,00097,9252.32%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders