American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 425 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 1.09 and the average weighting 0.4%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,883,492
-59.3%
83,599
-50.9%
0.08%
-57.9%
Q2 2022$4,622,790
-8.1%
170,206
+7.5%
0.19%
+10.5%
Q1 2022$5,028,554
-11.7%
158,330
-13.3%
0.17%
-10.4%
Q4 2021$5,696,735
-7.1%
182,705
-9.4%
0.19%
-16.5%
Q3 2021$6,133,502
+11.4%
201,618
+18.6%
0.23%
+8.0%
Q2 2021$5,506,711
+64.1%
169,960
+59.5%
0.21%
+44.9%
Q1 2021$3,354,795
+2020.5%
106,569
+1885.3%
0.15%
+1737.5%
Q4 2020$158,207
+8.2%
5,368
-8.5%
0.01%0.0%
Q3 2020$146,224
-3.2%
5,865
-2.5%
0.01%
-20.0%
Q2 2020$151,042
+23.5%
6,013
+11.1%
0.01%0.0%
Q1 2020$122,304
-38.6%
5,412
-8.8%
0.01%
-28.6%
Q4 2019$199,192
+24.8%
5,934
+14.3%
0.01%
+7.7%
Q3 2019$159,585
-5.8%
5,191
-5.8%
0.01%
-7.1%
Q2 2019$169,358
+16.3%
5,513
+16.8%
0.01%0.0%
Q1 2019$145,655
+53.0%
4,720
+42.3%
0.01%
+16.7%
Q4 2018$95,197
-22.0%
3,316
-11.4%
0.01%
-14.3%
Q3 2018$122,057
+7.3%
3,741
+5.4%
0.01%
-6.7%
Q2 2018$113,734
+1.2%
3,549
+4.3%
0.02%
-11.8%
Q1 2018$112,355
-22.2%
3,404
-20.3%
0.02%
-26.1%
Q4 2017$144,3694,2730.02%
Other shareholders
ISHARES TR shareholders Q4 2019
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