COMMONWEALTH EQUITY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
COMMONWEALTH EQUITY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$18,834
-2.7%
741,513
+0.8%
0.04%0.0%
Q2 2023$19,364
-3.0%
735,428
+1.2%
0.04%
-7.1%
Q1 2023$19,971
+7.4%
726,503
+6.1%
0.04%
-6.7%
Q4 2022$18,598
-99.9%
684,791
+0.1%
0.04%
+12.5%
Q3 2022$15,409,000
-2.5%
683,960
+17.5%
0.04%
-2.4%
Q2 2022$15,803,000
-7.9%
581,848
+7.7%
0.04%
+5.1%
Q1 2022$17,162,000
+31.3%
540,366
+28.9%
0.04%
+34.5%
Q4 2021$13,068,000
+3.5%
419,123
+1.0%
0.03%
-9.4%
Q3 2021$12,627,000
-4.5%
415,112
+1.7%
0.03%
-5.9%
Q2 2021$13,219,000
-1.1%
408,000
-3.9%
0.03%
-10.5%
Q1 2021$13,365,000
+10.8%
424,576
+3.7%
0.04%
+5.6%
Q4 2020$12,060,000
+1.8%
409,235
-13.9%
0.04%
-10.0%
Q3 2020$11,850,000
-7.8%
475,341
-7.1%
0.04%
-18.4%
Q2 2020$12,855,000
+0.4%
511,746
-9.7%
0.05%
-18.3%
Q1 2020$12,803,000
-26.7%
566,542
+8.8%
0.06%
-9.1%
Q4 2019$17,472,000
+15.6%
520,492
+5.9%
0.07%
+3.1%
Q3 2019$15,109,000
-0.9%
491,541
-1.0%
0.06%
-4.5%
Q2 2019$15,253,000
+7.2%
496,536
+7.7%
0.07%
+1.5%
Q1 2019$14,227,000
+4.2%
461,023
-3.0%
0.07%
-8.3%
Q4 2018$13,648,000
-6.9%
475,388
+5.8%
0.07%
+2.9%
Q3 2018$14,659,000
-0.3%
449,262
-2.1%
0.07%
-9.1%
Q2 2018$14,701,000
-7.5%
458,681
-4.7%
0.08%
-10.5%
Q1 2018$15,890,000
+8.8%
481,393
+11.4%
0.09%
+7.5%
Q4 2017$14,607,000432,2900.08%
Other shareholders
ISHARES TR shareholders Q3 2023
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