Bison Wealth, 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
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$26,000
+4.0%
8090.0%0.01%
-13.3%
Q4 2021$25,000
+13.6%
809
+13.6%
0.02%
+50.0%
Q3 2021$22,000
+57.1%
712
+13.6%
0.01%0.0%
Q1 2020$14,000
-33.3%
6270.0%0.01%0.0%
Q4 2019$21,000
-90.2%
627
-90.5%
0.01%
-92.0%
Q2 2015$214,0006,6050.12%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders