DERBY & COMPANY, INC - 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
DERBY & COMPANY, INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$1,050,000
-2.3%
34,522
+4.0%
0.21%
-5.4%
Q2 2021$1,075,000
+6.1%
33,179
+3.1%
0.22%
-2.2%
Q1 2021$1,013,000
+11.2%
32,173
+4.1%
0.23%
+0.4%
Q4 2020$911,000
+20.8%
30,909
+2.2%
0.23%
+5.1%
Q3 2020$754,00030,2480.22%
Other shareholders
ISHARES TR shareholders Q4 2021
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