ARGI Investment Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
ARGI Investment Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$261
-99.9%
9,5950.0%0.01%0.0%
Q3 2022$216,000
-49.5%
9,595
-39.1%
0.01%
-42.9%
Q2 2022$428,000
-14.7%
15,747
-0.4%
0.01%
-6.7%
Q1 2022$502,000
+1.8%
15,8150.0%0.02%
+7.1%
Q4 2021$493,000
+53.1%
15,815
+49.5%
0.01%
+40.0%
Q3 2021$322,000
+2.9%
10,580
+9.5%
0.01%0.0%
Q2 2021$313,000
+3.0%
9,663
+0.2%
0.01%
-9.1%
Q1 2021$304,000
+33.9%
9,643
+25.4%
0.01%
+22.2%
Q4 2020$227,000
+11.8%
7,687
-4.9%
0.01%
-10.0%
Q2 2020$203,000
-24.8%
8,0830.0%0.01%
-16.7%
Q4 2019$270,000
+3.4%
8,083
-4.9%
0.01%
-7.7%
Q3 2019$261,0000.0%8,4990.0%0.01%
-7.1%
Q2 2019$261,000
-0.4%
8,4990.0%0.01%
-6.7%
Q1 2019$262,000
+7.4%
8,4990.0%0.02%
-6.2%
Q4 2018$244,000
-11.9%
8,4990.0%0.02%
-5.9%
Q3 2018$277,0008,4990.02%
Other shareholders
ISHARES TR shareholders Q1 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