MARINO, STRAM & ASSOCIATES LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 and the average weighting 0.2%.

Quarter-by-quarter ownership
MARINO, STRAM & ASSOCIATES LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,125,346
-4.1%
83,675
-0.6%
0.62%
-0.6%
Q2 2023$2,215,802
-4.0%
84,155
+0.2%
0.63%
-10.0%
Q1 2023$2,308,481
-9.9%
83,975
-11.0%
0.70%
-13.6%
Q4 2022$2,562,624
-13.4%
94,353
-28.1%
0.81%
-24.4%
Q3 2022$2,958,000
-20.4%
131,299
-4.0%
1.07%
-17.2%
Q2 2022$3,714,000
-10.0%
136,730
+5.3%
1.29%
-1.0%
Q1 2022$4,125,000
+1.2%
129,892
-0.7%
1.30%
+3.9%
Q4 2021$4,078,000
+10.5%
130,787
+7.8%
1.25%
-1.9%
Q3 2021$3,691,000
+7.7%
121,346
+11.4%
1.28%
-4.8%
Q1 2021$3,428,000
+23.4%
108,909
+15.6%
1.34%
+8.7%
Q4 2020$2,777,000
+29.4%
94,239
+9.5%
1.23%
+7.6%
Q3 2020$2,146,000
+1.9%
86,074
+5.1%
1.15%
-8.6%
Q2 2020$2,107,000
+22.6%
81,926
+7.7%
1.25%
-5.4%
Q1 2020$1,719,000
+261.1%
76,054
+436.8%
1.32%
+326.0%
Q4 2019$476,000
+9.4%
14,167
+0.1%
0.31%
+1.0%
Q3 2019$435,000
+3.8%
14,151
+3.9%
0.31%
+0.3%
Q2 2019$419,000
+350.5%
13,625
+350.9%
0.31%
+358.2%
Q1 2019$93,0003,0220.07%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders