TFG Advisers LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 375 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is 0.75 and the average weighting 0.2%.

Quarter-by-quarter ownership
TFG Advisers LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$214,050
-13.7%
8,427
-10.6%
0.10%
-10.6%
Q2 2023$248,063
-4.7%
9,421
-0.5%
0.11%
-10.3%
Q1 2023$260,312
+0.9%
9,469
-0.3%
0.13%
-4.5%
Q4 2022$258,081
-0.4%
9,502
-17.4%
0.13%
-9.0%
Q3 2022$259,000
-24.7%
11,509
-9.3%
0.14%
-20.8%
Q2 2022$344,000
-13.4%
12,683
+1.5%
0.18%
+0.5%
Q1 2022$397,000
+7.3%
12,499
+5.4%
0.18%
+13.0%
Q4 2021$370,000
+3.1%
11,862
+0.6%
0.16%
-7.5%
Q3 2021$359,000
-4.8%
11,790
+1.3%
0.17%
-4.4%
Q2 2021$377,000
-7.1%
11,634
-9.8%
0.18%
-12.9%
Q1 2021$406,000
-3.1%
12,901
-9.4%
0.21%
-5.0%
Q4 2020$419,000
-3.0%
14,232
-18.0%
0.22%
-11.6%
Q3 2020$432,000
-23.5%
17,355
-22.9%
0.25%
-32.2%
Q2 2020$565,000
+13.0%
22,507
+1.6%
0.37%
-7.3%
Q1 2020$500,000
-30.8%
22,161
+2.8%
0.40%
-2.7%
Q4 2019$723,000
+9.4%
21,562
+0.3%
0.41%
-6.9%
Q3 2019$661,000
-2.9%
21,503
-3.1%
0.44%
-6.0%
Q2 2019$681,000
+1.8%
22,181
+2.2%
0.46%
-3.5%
Q1 2019$669,000
+10.6%
21,703
+2.9%
0.48%
-4.9%
Q4 2018$605,00021,0930.51%
Other shareholders
ISHARES TR shareholders Q2 2020
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