MERCER GLOBAL ADVISORS INC /ADV - 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
MERCER GLOBAL ADVISORS INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$36,804
+25.8%
1,448,979
+30.4%
0.14%
+20.7%
Q2 2023$29,252
+16.9%
1,110,967
+22.1%
0.12%
+1.8%
Q1 2023$25,021
+18.9%
910,183
+17.5%
0.11%
+8.6%
Q4 2022$21,037
-99.8%
774,546
+26.3%
0.10%
+28.0%
Q3 2022$13,815,000
+18.6%
613,203
+42.9%
0.08%
+15.5%
Q2 2022$11,653,000
-8.4%
429,058
+7.1%
0.07%
-5.3%
Q1 2022$12,723,000
+4.5%
400,594
+2.6%
0.08%0.0%
Q4 2021$12,175,000
+11.4%
390,484
+8.7%
0.08%
-1.3%
Q3 2021$10,927,000
+16.0%
359,190
+23.6%
0.08%
+5.6%
Q2 2021$9,416,000
+15.4%
290,614
+12.1%
0.07%
-2.7%
Q1 2021$8,162,000
+114.0%
259,266
+100.3%
0.07%
+54.2%
Q4 2020$3,814,000
+97.5%
129,416
+67.1%
0.05%
+65.5%
Q3 2020$1,931,000
+240.0%
77,442
+242.3%
0.03%
+190.0%
Q2 2020$568,000
-38.4%
22,621
-44.6%
0.01%
-50.0%
Q1 2020$922,000
-34.9%
40,812
-3.3%
0.02%
-28.6%
Q4 2019$1,416,000
+482.7%
42,188
+432.9%
0.03%
+366.7%
Q3 2019$243,000
+3.4%
7,917
+3.7%
0.01%0.0%
Q2 2019$235,0007,6370.01%
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