STIFEL FINANCIAL CORP - 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
STIFEL FINANCIAL CORP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,126,692
-7.7%
634,915
-4.4%
0.02%
-4.2%
Q2 2023$17,478,293
+0.4%
663,823
+4.8%
0.02%
-4.0%
Q1 2023$17,415,758
+4.5%
633,531
+3.3%
0.02%0.0%
Q4 2022$16,660,945
+20.8%
613,437
+0.2%
0.02%
+8.7%
Q3 2022$13,792,000
-26.6%
612,149
-11.5%
0.02%
-20.7%
Q2 2022$18,790,000
-10.3%
691,822
+4.9%
0.03%0.0%
Q1 2022$20,943,000
+36.4%
659,422
+33.9%
0.03%
+45.0%
Q4 2021$15,353,000
+5.3%
492,389
+2.7%
0.02%
-4.8%
Q3 2021$14,587,000
-2.9%
479,541
+3.4%
0.02%
-4.5%
Q2 2021$15,021,000
+13.0%
463,631
+9.8%
0.02%0.0%
Q1 2021$13,298,000
+1.6%
422,421
-4.9%
0.02%
-4.3%
Q4 2020$13,089,000
+7.7%
444,157
-8.9%
0.02%
-8.0%
Q3 2020$12,157,000
+0.6%
487,636
+1.4%
0.02%
-10.7%
Q2 2020$12,082,000
-0.7%
481,001
-10.6%
0.03%
-17.6%
Q1 2020$12,163,000
-43.3%
538,293
-15.7%
0.03%
-24.4%
Q4 2019$21,450,000
+34.0%
638,288
+22.5%
0.04%
+9.8%
Q3 2019$16,007,000
+6.1%
520,908
+6.1%
0.04%
+5.1%
Q2 2019$15,088,000
+1.1%
490,991
+1.5%
0.04%
-7.1%
Q1 2019$14,929,000
+18.4%
483,513
+10.0%
0.04%
+2.4%
Q4 2018$12,610,000
+94.6%
439,500
+121.7%
0.04%
+115.8%
Q3 2018$6,479,000
-0.9%
198,229
-2.9%
0.02%
-5.0%
Q2 2018$6,539,000
-29.2%
204,136
-27.1%
0.02%
-31.0%
Q1 2018$9,241,000
+0.2%
279,984
+2.6%
0.03%0.0%
Q4 2017$9,225,000
+8.2%
272,904
+8.0%
0.03%
-3.3%
Q3 2017$8,527,000
+28.1%
252,769
+24.3%
0.03%
+20.0%
Q2 2017$6,655,000
+20.7%
203,357
+16.0%
0.02%
+19.0%
Q1 2017$5,513,000
-8.4%
175,278
-13.9%
0.02%
-19.2%
Q4 2016$6,018,000
-1.7%
203,535
-0.4%
0.03%
-7.1%
Q3 2016$6,123,000
-17.3%
204,422
-20.9%
0.03%
-17.6%
Q2 2016$7,400,000
+5.9%
258,417
+7.2%
0.03%
-8.1%
Q1 2016$6,991,000
-1.5%
241,159
-2.5%
0.04%0.0%
Q4 2015$7,100,000
-2.4%
247,428
-4.2%
0.04%
-9.8%
Q3 2015$7,273,000
-71.9%
258,406
-67.7%
0.04%
-39.7%
Q2 2015$25,884,000
+166.3%
800,984
+177.5%
0.07%
+28.3%
Q1 2015$9,720,000
+105.9%
288,681
+106.3%
0.05%
+103.8%
Q4 2014$4,720,000
+98.3%
139,911
+110.4%
0.03%
+23.8%
Q3 2014$2,380,000
-6.7%
66,506
+3.9%
0.02%
-8.7%
Q2 2014$2,552,000
+1.5%
63,979
-1.7%
0.02%
-4.2%
Q1 2014$2,515,00065,0930.02%
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