Advocacy Wealth Management Services, 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
Advocacy Wealth Management Services, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$68,000
-26.9%
2,496
-13.8%
0.01%
-31.2%
Q1 2022$93,000
+12.0%
2,896
+9.4%
0.02%
+14.3%
Q4 2021$83,000
+3.8%
2,6460.0%0.01%0.0%
Q3 2021$80,000
-7.0%
2,6460.0%0.01%
-12.5%
Q2 2021$86,000
+1333.3%
2,646
+1412.0%
0.02%
+1500.0%
Q1 2021$6,000
+20.0%
1750.0%0.00%0.0%
Q4 2020$5,000
-99.9%
175
-99.8%
0.00%
-100.0%
Q3 2019$3,547,000
+10.2%
115,394
+10.1%
2.36%
+1.5%
Q2 2019$3,219,000
+118.1%
104,782
+121.1%
2.33%
+44.8%
Q1 2019$1,476,000
+16300.0%
47,393
+16826.1%
1.61%
+26700.0%
Q1 2018$9,0000.0%2800.0%0.01%0.0%
Q4 2017$9,0000.0%2800.0%0.01%
+50.0%
Q3 2017$9,0000.0%2800.0%0.00%
+33.3%
Q2 2017$9,0000.0%2800.0%0.00%0.0%
Q1 2017$9,0000.0%280
-7.0%
0.00%0.0%
Q4 2016$9,0000.0%3010.0%0.00%0.0%
Q3 2016$9,0000.0%3010.0%0.00%
-40.0%
Q2 2016$9,0000.0%301
-4.4%
0.01%
-16.7%
Q1 2016$9,0003150.01%
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