SeaCrest Wealth Management, 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
SeaCrest Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$266,104
-6.0%
10,477
+0.5%
0.04%
-14.6%
Q4 2022$282,995
+5.6%
10,420
-12.4%
0.04%0.0%
Q3 2022$268,000
-30.6%
11,893
-16.4%
0.04%
-16.3%
Q2 2022$386,000
-16.3%
14,222
-2.0%
0.05%
-7.5%
Q1 2022$461,000
+2.9%
14,508
+1.0%
0.05%
+8.2%
Q4 2021$448,000
-10.2%
14,369
-12.4%
0.05%
-18.3%
Q3 2021$499,000
-4.4%
16,399
+1.9%
0.06%
-4.8%
Q2 2021$522,000
+3.2%
16,099
+0.1%
0.06%
-6.0%
Q1 2021$506,000
+6.1%
16,086
-0.6%
0.07%0.0%
Q4 2020$477,000
+56.9%
16,180
+32.8%
0.07%
+36.7%
Q3 2020$304,000
-0.7%
12,1800.0%0.05%
-7.5%
Q2 2020$306,0000.0%12,180
-10.1%
0.05%
-19.7%
Q1 2020$306,000
-32.7%
13,548
+0.1%
0.07%
-13.2%
Q4 2019$455,000
+9.4%
13,540
+0.1%
0.08%
-2.6%
Q3 2019$416,00013,5270.08%
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