Burleson & Company, 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
Burleson & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$145,550
+20.3%
5,3590.0%0.04%
+38.5%
Q3 2022$121,000
-17.1%
5,3590.0%0.03%
-18.8%
Q2 2022$146,000
-14.6%
5,359
-0.3%
0.03%
+18.5%
Q1 2022$171,000
+1.8%
5,375
-0.3%
0.03%
+12.5%
Q4 2021$168,000
+3.1%
5,391
+0.6%
0.02%0.0%
Q3 2021$163,000
-6.3%
5,359
-0.3%
0.02%
-4.0%
Q2 2021$174,000
-10.8%
5,374
-13.1%
0.02%
-21.9%
Q1 2021$195,000
-20.7%
6,187
-35.1%
0.03%
-31.9%
Q3 2020$246,000
+1.2%
9,533
+1.5%
0.05%
-11.3%
Q2 2020$243,000
+11.0%
9,395
+1.0%
0.05%
-7.0%
Q1 2020$219,000
+3.3%
9,298
+48.1%
0.06%
-3.4%
Q4 2019$212,000
-10.5%
6,280
-16.3%
0.06%
-41.6%
Q1 2019$237,000
+1.3%
7,5010.0%0.10%
-16.5%
Q4 2018$234,000
-23.0%
7,501
-23.7%
0.12%
-28.8%
Q3 2018$304,000
-30.6%
9,836
-28.0%
0.17%
-33.3%
Q2 2018$438,000
-2.9%
13,6690.0%0.26%
-13.3%
Q1 2018$451,000
-2.4%
13,6690.0%0.29%
-1.0%
Q4 2017$462,00013,6690.30%
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