Stonebridge Capital Advisors 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
Stonebridge Capital Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,716
+35.8%
1000.0%0.00%
Q3 2022$2,000
-33.3%
1000.0%0.00%
Q2 2022$3,000
-84.2%
100
-83.3%
0.00%
-100.0%
Q1 2022$19,0000.0%6000.0%0.00%0.0%
Q4 2021$19,000
+5.6%
6000.0%0.00%0.0%
Q3 2021$18,000
+200.0%
600
+200.0%
0.00%
Q2 2021$6,000
+100.0%
200
+100.0%
0.00%
Q1 2021$3,0000.0%1000.0%0.00%
-100.0%
Q2 2020$3,000
+50.0%
1000.0%0.00%
Q1 2020$2,000
-33.3%
1000.0%0.00%
Q4 2019$3,0000.0%1000.0%0.00%
-100.0%
Q3 2019$3,0000.0%1000.0%0.00%0.0%
Q2 2019$3,0001000.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
First National Bank of Hutchinson 416,375$13,107,0006.49%
Chicago Wealth Management, Inc. 221,158$6,962,0005.53%
Fountainhead AM, LLC 250,504$7,886,0004.19%
COWA, LLC 178,695$5,725,0003.44%
Berkeley Capital Partners, LLC 225,003$7,083,0003.42%
Wilshire Advisors LLC 91,678$2,886,0002.73%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,269,0002.72%
Sterling Financial Planning, Inc. 114,657$3,609,0002.57%
Murphy, Middleton, Hinkle & Parker, Inc. 113,549$3,575,0002.08%
MONETA GROUP INVESTMENT ADVISORS LLC 1,081,004$34,030,0001.80%
View complete list of ISHARES TR shareholders