BANK OF MONTREAL /CAN/ - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
BANK OF MONTREAL /CAN/ ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,183,651
+292.5%
80,846
+292.4%
0.00%
Q2 2023$556,308
+3.0%
20,604
+4.1%
0.00%
Q4 2022$539,982
+267.3%
19,794
+245.1%
0.00%
Q3 2022$147,000
-99.1%
5,735
-99.0%
0.00%
-100.0%
Q2 2022$15,849,000
+6644.3%
569,957
+7696.9%
0.01%
Q1 2022$235,000
+23.7%
7,310
+19.8%
0.00%
Q4 2021$190,000
-48.6%
6,100
-49.6%
0.00%
Q3 2021$370,000
-98.2%
12,100
-98.1%
0.00%
-100.0%
Q2 2021$20,325,000
+17.5%
620,625
+15.0%
0.01%
-9.1%
Q1 2021$17,300,000
+575.3%
539,609
+551.4%
0.01%
+450.0%
Q4 2020$2,562,000
+19.3%
82,842
-1.8%
0.00%0.0%
Q3 2020$2,148,000
+1113.6%
84,399
+1100.4%
0.00%
Q2 2020$177,000
-86.8%
7,031
-88.4%
0.00%
-100.0%
Q1 2020$1,337,000
-85.1%
60,531
-77.4%
0.00%
-71.4%
Q4 2019$8,975,000
+528.1%
267,367
+475.2%
0.01%
+600.0%
Q3 2019$1,429,000
-40.7%
46,486
-40.8%
0.00%
-50.0%
Q2 2019$2,411,000
-1.4%
78,493
-1.0%
0.00%0.0%
Q1 2019$2,446,000
-3.5%
79,254
-10.2%
0.00%0.0%
Q4 2018$2,535,000
-17.2%
88,303
-5.9%
0.00%0.0%
Q3 2018$3,061,000
+6.5%
93,828
+4.6%
0.00%0.0%
Q2 2018$2,874,000
-20.7%
89,665
-18.3%
0.00%
-33.3%
Q1 2018$3,625,000
-25.8%
109,799
-24.1%
0.00%
-25.0%
Q4 2017$4,885,000
-63.2%
144,577
-63.3%
0.00%
-66.7%
Q3 2017$13,286,000
+19.0%
393,535
+15.3%
0.01%
+9.1%
Q2 2017$11,168,000
+202.2%
341,296
+190.7%
0.01%
+175.0%
Q1 2017$3,695,000
+36.9%
117,407
+25.2%
0.00%
+33.3%
Q4 2016$2,699,000
-0.8%
93,749
+3.3%
0.00%0.0%
Q3 2016$2,720,000
+40.1%
90,744
+33.9%
0.00%
+50.0%
Q2 2016$1,941,000
+7.4%
67,773
+8.7%
0.00%0.0%
Q1 2016$1,807,000
-38.7%
62,336
-39.3%
0.00%
-50.0%
Q4 2015$2,948,000
-8.8%
102,652
-10.7%
0.00%0.0%
Q3 2015$3,232,000
-96.0%
114,888
-95.4%
0.00%
-95.7%
Q2 2015$80,134,000
-4.2%
2,478,605
-0.3%
0.09%
-3.1%
Q1 2015$83,616,000
+7.3%
2,485,593
+7.4%
0.10%
+10.2%
Q4 2014$77,958,000
-8.0%
2,313,971
-2.3%
0.09%
-8.3%
Q3 2014$84,770,000
-7.1%
2,368,479
+3.5%
0.10%
-5.9%
Q2 2014$91,257,000
+15.0%
2,287,701
+11.4%
0.10%0.0%
Q1 2014$79,360,000
+5.1%
2,053,792
+3.2%
0.10%
-1.0%
Q4 2013$75,522,000
+8.7%
1,990,590
+3.9%
0.10%
-4.6%
Q3 2013$69,448,000
+23.0%
1,915,276
+8.0%
0.11%
+8.0%
Q2 2013$56,442,0001,773,2340.10%
Other shareholders
ISHARES TR shareholders Q3 2018
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