Connecticut Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. 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 Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders