Haverford Trust Co - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Haverford Trust Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$345,084
-3.5%
13,5860.0%0.00%0.0%
Q2 2023$357,719
-4.2%
13,5860.0%0.00%0.0%
Q1 2023$373,479
+1.2%
13,5860.0%0.00%
-20.0%
Q4 2022$368,996
+11.8%
13,586
-7.3%
0.01%0.0%
Q3 2022$330,000
-17.3%
14,663
-0.1%
0.01%0.0%
Q2 2022$399,000
-27.3%
14,678
-15.0%
0.01%
-16.7%
Q1 2022$549,000
+6.6%
17,278
+4.5%
0.01%0.0%
Q4 2021$515,000
+72.2%
16,528
+68.2%
0.01%
+50.0%
Q3 2021$299,000
-54.3%
9,828
-5.8%
0.00%0.0%
Q2 2021$654,000
+105.7%
10,433
+3.2%
0.00%0.0%
Q1 2021$318,000
-41.1%
10,106
-44.9%
0.00%
-50.0%
Q4 2020$540,000
+17.1%
18,326
-0.9%
0.01%
+14.3%
Q3 2020$461,000
-9.8%
18,494
-9.1%
0.01%
-22.2%
Q2 2020$511,000
+2.8%
20,337
-7.5%
0.01%
-10.0%
Q1 2020$497,000
-58.7%
21,978
-38.6%
0.01%
-47.4%
Q4 2019$1,203,000
+8.9%
35,823
-0.3%
0.02%0.0%
Q3 2019$1,105,000
-8.5%
35,942
-8.6%
0.02%
-13.6%
Q2 2019$1,207,000
+8.3%
39,306
+8.8%
0.02%
+4.8%
Q1 2019$1,115,000
+15.2%
36,139
+7.2%
0.02%0.0%
Q4 2018$968,000
-3.3%
33,711
+9.9%
0.02%
+16.7%
Q3 2018$1,001,000
+1.9%
30,668
+0.1%
0.02%
-5.3%
Q2 2018$982,000
+0.6%
30,633
+3.6%
0.02%
-5.0%
Q1 2018$976,000
-1.0%
29,578
+1.3%
0.02%
+5.3%
Q4 2017$986,000
+6.7%
29,188
+6.6%
0.02%0.0%
Q3 2017$924,000
+5.6%
27,369
+2.3%
0.02%0.0%
Q2 2017$875,000
+20.7%
26,744
+16.0%
0.02%
+11.8%
Q1 2017$725,000
+55.2%
23,046
+45.9%
0.02%
+54.5%
Q4 2016$467,000
-0.4%
15,801
+1.1%
0.01%
-8.3%
Q3 2016$469,000
+4.7%
15,6360.0%0.01%
+9.1%
Q2 2016$448,000
+2.3%
15,636
+3.5%
0.01%0.0%
Q1 2016$438,000
-2.7%
15,106
-3.6%
0.01%
-8.3%
Q4 2015$450,000
-10.9%
15,678
-12.7%
0.01%
-20.0%
Q3 2015$505,000
-99.0%
17,956
-98.8%
0.02%
-98.9%
Q2 2015$48,377,000
+1.2%
1,496,336
+5.3%
1.33%
+0.5%
Q1 2015$47,784,000
+6.9%
1,420,438
+7.1%
1.32%
+5.6%
Q4 2014$44,679,000
-5.9%
1,326,169
-0.1%
1.25%
-11.8%
Q3 2014$47,489,000
-7.9%
1,326,877
+2.7%
1.42%
-6.2%
Q2 2014$51,557,000
+6.8%
1,292,491
+3.4%
1.51%
+1.4%
Q1 2014$48,291,000
+0.5%
1,249,767
-1.4%
1.49%
+10.5%
Q4 2013$48,066,000
+35.1%
1,266,893
+13.3%
1.35%
+15.2%
Q2 2013$35,587,0001,118,0341.17%
Other shareholders
ISHARES TR shareholders Q1 2022
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