Arete Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Arete Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$315,290
+101279.4%
12,413
+5.3%
0.06%
+103.7%
Q2 2023$311
-22.1%
11,793
-18.7%
0.03%
-15.6%
Q1 2023$399
-100.0%
14,514
+2.1%
0.03%
-5.9%
Q4 2022$386,260,260
+116948.6%
14,222
-2.8%
0.03%
+6.2%
Q3 2022$330,000
-18.3%
14,639
+15.1%
0.03%
-5.9%
Q1 2022$404,000
-84.5%
12,719
-84.7%
0.03%
-84.7%
Q4 2021$2,603,000
-4.5%
82,862
-7.5%
0.22%
-26.2%
Q3 2021$2,726,000
+14.8%
89,606
+7.2%
0.30%
-9.6%
Q2 2021$2,375,000
+1.1%
83,550
+11.9%
0.33%
+11.0%
Q1 2021$2,350,000
-12.4%
74,665
-18.0%
0.30%
-21.1%
Q4 2020$2,683,000
+22.5%
91,048
+4.6%
0.38%
+15.2%
Q3 2020$2,191,000
+12.1%
87,018
+11.9%
0.33%
-2.4%
Q2 2020$1,954,000
+19.1%
77,784
+7.2%
0.34%
+4.6%
Q1 2020$1,640,000
-49.3%
72,583
-24.6%
0.32%
-42.4%
Q4 2019$3,232,000
+112.4%
96,271
+94.5%
0.56%
+92.8%
Q3 2019$1,522,000
+0.6%
49,499
+0.5%
0.29%
-1.0%
Q2 2019$1,513,000
+8.7%
49,265
+9.2%
0.29%
+1.4%
Q1 2019$1,392,000
+3.9%
45,094
-3.4%
0.29%
-11.0%
Q4 2018$1,340,000
-27.1%
46,676
-17.1%
0.33%
-20.1%
Q3 2018$1,838,000
+7.7%
56,318
+5.7%
0.41%
+0.2%
Q2 2018$1,707,000
+645.4%
53,259
+669.2%
0.41%
+435.5%
Q1 2018$229,000
+7.5%
6,924
+10.0%
0.08%
+10.1%
Q4 2017$213,000
+2.4%
6,296
+2.3%
0.07%
-16.9%
Q3 2017$208,0006,1530.08%
Other shareholders
ISHARES TR shareholders Q1 2023
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