MID ATLANTIC FINANCIAL MANAGEMENT INC/ADV - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 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 Q2 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders