Choate Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Choate Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$49,299
-10.0%
6700.0%0.00%0.0%
Q2 2023$54,773
-2.3%
6700.0%0.00%
-33.3%
Q1 2023$56,086
-3.3%
6700.0%0.00%0.0%
Q4 2022$57,982
+7.4%
6700.0%0.00%
-25.0%
Q3 2022$54,000
-5.3%
6700.0%0.00%
+33.3%
Q2 2022$57,000
-6.6%
6700.0%0.00%0.0%
Q1 2022$61,000
+3.4%
6700.0%0.00%0.0%
Q4 2021$59,000
+11.3%
6700.0%0.00%0.0%
Q3 2021$53,0000.0%6700.0%0.00%0.0%
Q2 2021$53,0000.0%6700.0%0.00%0.0%
Q1 2021$53,000
+1.9%
6700.0%0.00%0.0%
Q4 2020$52,000
+6.1%
670
+100.0%
0.00%0.0%
Q3 2020$49,000
-99.9%
3350.0%0.00%
+50.0%
Q4 2014$39,620,000
+6.2%
3350.0%0.00%0.0%
Q2 2014$37,309,000
+6.9%
3350.0%0.00%0.0%
Q1 2014$34,904,0003350.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders