Advocacy Wealth Management Services, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 414 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
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 Q3 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders