Gradient Investments LLC - 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
Gradient Investments LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$177,038
-3.5%
6,9700.0%0.01%0.0%
Q2 2023$183,520
-9.0%
6,970
-5.0%
0.01%0.0%
Q1 2023$201,639
+1.2%
7,3350.0%0.01%
-16.7%
Q4 2022$199,219
+42.3%
7,335
+18.3%
0.01%
+50.0%
Q3 2022$140,000
-16.7%
6,201
+0.5%
0.00%
-20.0%
Q2 2022$168,000
-14.3%
6,1730.0%0.01%0.0%
Q1 2022$196,000
-1.5%
6,173
-3.4%
0.01%0.0%
Q4 2021$199,000
+5.9%
6,391
+3.5%
0.01%0.0%
Q3 2021$188,000
-6.0%
6,1730.0%0.01%
-16.7%
Q2 2021$200,000
+4900.0%
6,173
+5362.8%
0.01%
Q2 2017$4,0001130.00%
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