MONTAG A & ASSOCIATES INC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
MONTAG A & ASSOCIATES INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$54,433
-3.5%
2,1430.0%0.00%0.0%
Q2 2023$56,426
-4.2%
2,1430.0%0.00%
-25.0%
Q1 2023$58,912
+1.2%
2,1430.0%0.00%0.0%
Q4 2022$58,204
+21.3%
2,1430.0%0.00%
+33.3%
Q3 2022$48,000
-17.2%
2,1430.0%0.00%
-25.0%
Q2 2022$58,000
-14.7%
2,1430.0%0.00%0.0%
Q1 2022$68,000
+1.5%
2,1430.0%0.00%
+33.3%
Q4 2021$67,000
+3.1%
2,1430.0%0.00%0.0%
Q3 2021$65,000
-22.6%
2,143
-17.6%
0.00%
-25.0%
Q2 2021$84,000
+2.4%
2,6000.0%0.00%
-20.0%
Q1 2021$82,000
+6.5%
2,6000.0%0.01%0.0%
Q4 2020$77,0002,6000.01%
Other shareholders
ISHARES TR shareholders Q4 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