Private Ocean, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 424 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$54,000
-14.3%
1,9980.0%0.01%0.0%
Q1 2022$63,000
+1.6%
1,998
+0.1%
0.01%
+14.3%
Q4 2021$62,000
+1.6%
1,997
-0.1%
0.01%0.0%
Q3 2021$61,000
-6.2%
1,9980.0%0.01%
-22.2%
Q2 2021$65,000
+3.2%
1,998
+0.1%
0.01%
-18.2%
Q1 2021$63,000
-31.5%
1,997
-35.8%
0.01%
-42.1%
Q4 2020$92,000
+84.0%
3,110
+55.7%
0.02%
+58.3%
Q3 2020$50,0000.0%1,9970.0%0.01%0.0%
Q2 2020$50,000
+13.6%
1,997
+1.5%
0.01%0.0%
Q1 2020$44,0001,9680.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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