Fernwood Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$222,000
+2.8%
2,4390.0%0.08%
+9.9%
Q4 2021$216,000
-47.6%
2,439
-23.0%
0.07%
-76.3%
Q2 2017$412,000
-36.7%
3,167
-37.5%
0.30%
-42.3%
Q1 2017$651,000
-3.7%
5,067
-8.7%
0.52%
-20.1%
Q4 2016$676,000
-29.3%
5,547
-28.9%
0.65%
-26.0%
Q3 2016$956,000
-26.0%
7,797
-20.8%
0.88%
-30.8%
Q2 2016$1,292,000
-17.7%
9,840
-22.5%
1.27%
-20.4%
Q1 2016$1,569,000
+2.5%
12,690
-10.6%
1.59%
+21.5%
Q4 2015$1,531,000
-4.0%
14,190
-3.9%
1.31%
-6.3%
Q3 2015$1,594,000
+3.4%
14,770
-0.7%
1.40%
+15.5%
Q2 2015$1,541,000
-11.8%
14,870
-4.9%
1.21%
-15.8%
Q1 2015$1,748,000
-14.9%
15,640
-9.9%
1.44%
-17.7%
Q4 2014$2,054,000
+7.0%
17,368
-4.7%
1.75%
+5.8%
Q3 2014$1,919,000
-12.1%
18,231
-7.0%
1.65%
-8.5%
Q2 2014$2,183,000
-5.4%
19,601
-11.5%
1.80%
-15.7%
Q1 2014$2,308,000
+8.3%
22,148
-0.5%
2.14%
+51.2%
Q4 2013$2,132,00022,2511.42%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders