Essex Financial Services, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q2 2024. The put-call ratio across all filers is 1.05 and the average weighting 0.2%.

Quarter-by-quarter ownership
Essex Financial Services, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$687,000
-16.8%
30,514
+0.4%
0.08%
-10.9%
Q2 2022$826,000
-53.3%
30,399
-45.9%
0.09%
+7.0%
Q1 2022$1,770,000
+117.4%
56,218
+115.3%
0.09%
+7.5%
Q4 2021$814,000
+2.1%
26,109
-0.4%
0.08%
-12.1%
Q3 2021$797,000
+259.0%
26,204
+271.7%
0.09%
+184.4%
Q2 2021$222,0000.0%7,0500.0%0.03%
-20.0%
Q1 2021$222,000
-15.6%
7,050
-39.4%
0.04%
-57.4%
Q1 2020$263,000
+7.3%
11,642
+59.5%
0.09%
+38.2%
Q4 2019$245,000
+9.4%
7,301
+0.1%
0.07%
-5.6%
Q3 2019$224,000
-21.1%
7,297
-21.2%
0.07%
-14.3%
Q2 2019$284,000
+3.6%
9,260
+4.3%
0.08%
+1.2%
Q1 2019$274,000
-58.0%
8,875
-55.0%
0.08%
-35.2%
Q1 2018$652,000
+9.4%
19,740
+8.4%
0.13%
+1.6%
Q2 2017$596,000
+4.0%
18,2090.0%0.13%
-4.5%
Q1 2017$573,000
+44.7%
18,209
+35.8%
0.13%
+55.3%
Q4 2016$396,000
-1.5%
13,4090.0%0.08%
-11.5%
Q3 2016$402,000
-0.2%
13,409
-4.7%
0.10%
-1.0%
Q2 2016$403,000
+37.1%
14,074
+54.6%
0.10%
+27.6%
Q2 2015$294,000
-40.7%
9,105
-38.3%
0.08%
-40.2%
Q1 2015$496,000
+25.9%
14,755
+26.2%
0.13%
+23.3%
Q4 2014$394,000
-42.4%
11,690
-38.9%
0.10%
-49.5%
Q3 2014$684,000
+3.3%
19,121
+15.1%
0.20%
+3.0%
Q2 2014$662,000
+43.0%
16,607
+38.6%
0.20%
+31.1%
Q1 2014$463,000
+24.5%
11,981
+22.2%
0.15%
+19.8%
Q4 2013$372,0009,8010.13%
Other shareholders
ISHARES TR shareholders Q2 2024
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