Ellenbecker Investment Group - 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
Ellenbecker Investment Group ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$468,000
+1.5%
14,442
-1.5%
0.15%
-4.9%
Q1 2021$461,000
-10.1%
14,657
-15.8%
0.16%
-14.7%
Q4 2020$513,000
+3.0%
17,412
-12.9%
0.19%
-10.4%
Q3 2020$498,000
+56.1%
19,991
+57.2%
0.21%
+32.5%
Q2 2020$319,000
+23.2%
12,717
+10.9%
0.16%
-1.8%
Q1 2020$259,000
-40.2%
11,464
-11.1%
0.16%
-27.6%
Q4 2019$433,000
-0.9%
12,890
-9.3%
0.22%
-8.5%
Q3 2019$437,000
-28.1%
14,216
-28.2%
0.25%
-30.7%
Q2 2019$608,000
-43.8%
19,806
-43.4%
0.36%
-48.6%
Q1 2019$1,081,000
-61.4%
35,021
-64.1%
0.69%
-68.2%
Q4 2018$2,798,000
-15.0%
97,441
-3.4%
2.18%
-10.5%
Q3 2018$3,292,000
+2.2%
100,892
+0.4%
2.43%
-4.9%
Q2 2018$3,220,000
-3.6%
100,459
-0.7%
2.55%
-7.7%
Q1 2018$3,341,000
-99.9%
101,204
+5.8%
2.77%
+2.4%
Q4 2017$3,233,000,00095,6862.70%
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