Connecticut Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Connecticut Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$2,457,736
+6.7%
28,4000.0%0.21%
-3.3%
Q3 2022$2,304,000
-5.2%
28,4000.0%0.22%
+0.9%
Q2 2022$2,431,000
-5.9%
28,4000.0%0.21%
+7.6%
Q1 2022$2,584,000
+2.9%
28,4000.0%0.20%
+1.5%
Q4 2021$2,511,000
+12.0%
28,4000.0%0.20%0.0%
Q3 2021$2,242,000
+0.6%
28,4000.0%0.20%
-0.5%
Q2 2021$2,229,000
+1.1%
28,4000.0%0.20%
-16.2%
Q4 2020$2,204,000
+6.3%
28,400
+100.0%
0.23%
+2.2%
Q3 2020$2,073,000
+4.1%
14,2000.0%0.23%
-7.3%
Q2 2020$1,991,000
+1.5%
14,2000.0%0.25%
-15.7%
Q1 2020$1,961,000
-14.8%
14,2000.0%0.29%
+15.8%
Q4 2019$2,301,000
-0.5%
14,2000.0%0.25%
-11.2%
Q3 2019$2,312,000
+8.0%
14,2000.0%0.28%
+8.0%
Q2 2019$2,141,00014,2000.26%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders