PRIVATE TRUST CO NA - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
PRIVATE TRUST CO NA ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,415
-10.0%
600.0%0.00%0.0%
Q2 2023$4,905
-2.3%
600.0%0.00%0.0%
Q1 2023$5,023
+100360.0%
600.0%0.00%0.0%
Q4 2022$5
-99.9%
600.0%0.00%0.0%
Q3 2022$5,0000.0%600.0%0.00%0.0%
Q2 2022$5,000600.00%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Destination Wealth Management 629,843$48,876,0002.13%
LBMC INVESTMENT ADVISORS, LLC 125,560$9,743,0001.15%
San Luis Wealth Advisors LLC 20,665$1,604,0001.04%
First Citizens Financial Corp 12,914$988,0000.86%
BEAM WEALTH ADVISORS, INC. 11,334$880,0000.83%
Country Club Trust Company, n.a. 92,718$7,092,0000.72%
Tranquility Partners, LLC 11,646$904,0000.64%
HOLDERNESS INVESTMENTS CO 20,821$1,616,0000.63%
Family Firm, Inc. 22,054$1,722,0000.51%
Carl P. Sherr & Co., LLC 7,751$602,0000.48%
View complete list of ISHARES TR shareholders