ASPIRIANT, 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
ASPIRIANT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$358,750
-3.5%
14,1240.0%0.02%
-5.3%
Q2 2023$371,885
-65.8%
14,124
-64.3%
0.02%
-66.7%
Q1 2023$1,088,247
+17.3%
39,587
+15.9%
0.06%
+21.3%
Q4 2022$927,921
+20.7%
34,1650.0%0.05%
+23.7%
Q3 2022$769,000
-17.2%
34,1650.0%0.04%
-15.6%
Q2 2022$929,000
-14.3%
34,1650.0%0.04%
-25.0%
Q1 2022$1,084,000
+1.7%
34,1650.0%0.06%
+5.3%
Q4 2021$1,066,000
+53.6%
34,165
+49.7%
0.06%
+39.0%
Q3 2021$694,000
-6.2%
22,8230.0%0.04%
-2.4%
Q2 2021$740,000
+3.1%
22,8230.0%0.04%
-8.7%
Q1 2021$718,000
-1.4%
22,823
-7.7%
0.05%
-8.0%
Q4 2020$728,000
+18.0%
24,7250.0%0.05%
+4.2%
Q3 2020$617,000
-0.8%
24,7250.0%0.05%
-17.2%
Q2 2020$622,000
+11.5%
24,7250.0%0.06%
+5.5%
Q1 2020$558,000
-16.1%
24,725
+24.8%
0.06%
-11.3%
Q4 2019$665,000
-91.7%
19,812
-92.4%
0.06%
-91.4%
Q3 2019$8,038,000
+0.1%
261,4800.0%0.72%
+7.5%
Q2 2019$8,033,000
-0.4%
261,4800.0%0.67%
+1.7%
Q1 2019$8,069,000
+15.1%
261,480
+7.1%
0.66%
+23.9%
Q4 2018$7,011,000
-12.5%
244,190
-0.6%
0.53%
-22.3%
Q3 2018$8,017,000
+65.6%
245,705
+62.7%
0.68%
+65.5%
Q2 2018$4,840,000
+1908.3%
151,000
+2404.1%
0.41%
+1154.5%
Q2 2014$241,000
+0.4%
6,030
-2.8%
0.03%
-5.7%
Q1 2014$240,0006,2050.04%
Other shareholders
ISHARES TR shareholders Q2 2022
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