Empirical Financial Services, LLC d.b.a. Empirical Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,969,341
-9.0%
77,533
-5.7%
0.08%
-11.5%
Q2 2023$2,164,803
-7.0%
82,218
-2.9%
0.09%
-13.9%
Q1 2023$2,328,063
-1.3%
84,688
-2.5%
0.10%
-9.0%
Q4 2022$2,358,574
+19.0%
86,840
-1.3%
0.11%
+6.7%
Q3 2022$1,982,000
+10.7%
87,976
+33.5%
0.10%
+10.6%
Q2 2022$1,790,000
-12.6%
65,904
+2.2%
0.09%
-7.8%
Q1 2022$2,048,000
+12.2%
64,511
+10.2%
0.10%
+12.1%
Q4 2021$1,826,000
+9.7%
58,556
+7.0%
0.09%
-4.2%
Q3 2021$1,664,000
-2.2%
54,716
+4.1%
0.10%
-7.8%
Q2 2021$1,702,000
+3.5%
52,536
+0.6%
0.10%
-22.0%
Q1 2021$1,644,000
+6.8%
52,2210.0%0.13%
+12.8%
Q4 2020$1,539,000
+42.0%
52,221
+20.1%
0.12%
+25.8%
Q3 2020$1,084,000
+0.9%
43,474
+1.7%
0.09%
-7.0%
Q2 2020$1,074,000
+35.4%
42,754
+21.8%
0.10%
+14.9%
Q1 2020$793,000
+111.5%
35,106
+214.6%
0.09%
+112.2%
Q4 2019$375,000
+9.3%
11,1600.0%0.04%
-2.4%
Q3 2019$343,000
+41.7%
11,160
+41.7%
0.04%
+31.2%
Q2 2019$242,000
-0.4%
7,8750.0%0.03%
-8.6%
Q1 2019$243,0007,8750.04%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders