Focused Wealth Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,655
-3.5%
9310.0%0.00%0.0%
Q2 2023$24,521
-2.6%
931
+1.7%
0.00%
-20.0%
Q1 2023$25,166
-6.9%
915
-8.0%
0.01%0.0%
Q4 2022$27,022
+35.1%
995
+10.2%
0.01%
+25.0%
Q3 2022$20,000
-16.7%
903
+1.7%
0.00%0.0%
Q2 2022$24,000
-14.3%
888
+1.4%
0.00%0.0%
Q1 2022$28,000
+3.7%
876
+0.7%
0.00%0.0%
Q4 2021$27,000
+3.8%
870
+0.6%
0.00%0.0%
Q3 2021$26,0000.0%865
+7.1%
0.00%0.0%
Q2 2021$26,000
+4.0%
808
+0.7%
0.00%0.0%
Q1 2021$25,000
+8.7%
802
+1.0%
0.00%0.0%
Q4 2020$23,000
+15.0%
794
+0.4%
0.00%0.0%
Q3 2020$20,0000.0%791
+0.3%
0.00%
-20.0%
Q2 2020$20,000
-97.9%
789
-98.2%
0.01%
-98.2%
Q1 2020$974,000
-29.4%
43,116
+4.9%
0.28%
-13.8%
Q4 2019$1,379,000
+13690.0%
41,085
+12541.5%
0.33%
+10766.7%
Q3 2019$10,0000.0%3250.0%0.00%0.0%
Q2 2019$10,0000.0%3250.0%0.00%0.0%
Q1 2019$10,000
+11.1%
3250.0%0.00%0.0%
Q4 2018$9,000
-18.2%
325
+0.3%
0.00%
-25.0%
Q3 2018$11,000
+10.0%
3240.0%0.00%
+33.3%
Q2 2018$10,000
-9.1%
324
-0.3%
0.00%
-25.0%
Q1 2018$11,000
-54.2%
325
-55.2%
0.00%
-50.0%
Q4 2017$24,0000.0%7250.0%0.01%0.0%
Q3 2017$24,000
+118.2%
725
+123.1%
0.01%
+100.0%
Q2 2017$11,000
+10.0%
325
+0.3%
0.00%0.0%
Q1 2017$10,0000.0%3240.0%0.00%0.0%
Q4 2016$10,0000.0%3240.0%0.00%0.0%
Q3 2016$10,000
+11.1%
3240.0%0.00%0.0%
Q2 2016$9,0000.0%3240.0%0.00%
-20.0%
Q1 2016$9,000
-55.0%
324
-53.8%
0.01%
-58.3%
Q4 2015$20,000
-96.1%
702
-96.2%
0.01%
-96.3%
Q3 2015$515,000
-93.2%
18,293
-92.1%
0.33%
-93.0%
Q2 2015$7,528,000
-1.3%
232,859
+2.7%
4.66%
-0.6%
Q1 2015$7,631,000
+19.4%
226,839
+19.6%
4.69%
+3.6%
Q4 2014$6,390,000
-6.6%
189,647
-0.8%
4.52%
-13.8%
Q3 2014$6,841,000
-9.4%
191,136
+1.0%
5.25%
-11.1%
Q2 2014$7,548,000
+7.7%
189,216
+4.4%
5.90%
+0.8%
Q1 2014$7,006,000
+14.0%
181,303
+12.0%
5.86%
+13.9%
Q4 2013$6,144,000
+22.1%
161,934
+16.7%
5.14%
+7.3%
Q3 2013$5,031,000138,7404.79%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders