QUEST CAPITAL MANAGEMENT INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
QUEST CAPITAL MANAGEMENT INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$314,000
+9.0%
10,056
+6.2%
0.05%
-5.3%
Q3 2021$288,000
-10.8%
9,465
-5.1%
0.06%
-10.9%
Q2 2021$323,000
+2.9%
9,9750.0%0.06%
-4.5%
Q1 2021$314,000
+6.8%
9,9750.0%0.07%
-2.9%
Q4 2020$294,000
-13.0%
9,975
-26.5%
0.07%
-25.8%
Q3 2020$338,000
-23.7%
13,565
-23.1%
0.09%
-30.1%
Q2 2020$443,000
+11.0%
17,6350.0%0.13%
-2.9%
Q1 2020$399,000
-28.5%
17,635
+6.1%
0.14%
+3.0%
Q4 2019$558,000
-3.8%
16,625
-11.8%
0.13%
-7.0%
Q3 2019$580,000
-0.9%
18,859
-0.9%
0.14%
-4.0%
Q2 2019$585,000
-6.8%
19,030
-6.4%
0.15%
-5.1%
Q1 2019$628,000
+6.6%
20,325
-1.0%
0.16%
-8.2%
Q4 2018$589,00020,5250.17%
Other shareholders
ISHARES TR shareholders Q4 2021
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