MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 355 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is 0.63 and the average weighting 0.2%.

Quarter-by-quarter ownership
MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$433,000
-6.9%
14,250
-0.6%
0.03%
-6.5%
Q2 2021$465,000
+1.3%
14,343
-1.7%
0.03%
-8.8%
Q1 2021$459,000
-1.1%
14,592
-7.2%
0.03%
-5.6%
Q4 2020$464,000
+2.9%
15,732
-7.2%
0.04%
-7.7%
Q3 2020$451,000
-14.6%
16,953
-19.3%
0.04%
-23.5%
Q2 2020$528,000
+12.8%
21,009
+1.4%
0.05%
-5.6%
Q1 2020$468,000
-30.6%
20,719
+3.1%
0.05%
-14.3%
Q4 2019$674,000
+18.5%
20,091
+8.6%
0.06%
+3.3%
Q3 2019$569,000
-6.0%
18,506
-6.0%
0.06%
-3.2%
Q2 2019$605,000
-3.8%
19,688
-3.5%
0.06%
-8.7%
Q1 2019$629,000
+11.3%
20,398
+3.7%
0.07%
-1.4%
Q4 2018$565,00019,6760.07%
Other shareholders
ISHARES TR shareholders Q3 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