LEVEL FOUR ADVISORY SERVICES, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
LEVEL FOUR ADVISORY SERVICES, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$956,000
-14.2%
42,435
+3.5%
0.09%
-11.4%
Q2 2022$1,114,000
-14.0%
41,018
+0.6%
0.10%
+4.0%
Q1 2022$1,295,000
+3.1%
40,762
+1.2%
0.10%
+5.2%
Q4 2021$1,256,000
+68.4%
40,285
+59.0%
0.10%
+60.0%
Q4 2020$746,000
+7.8%
25,330
-8.8%
0.06%
+13.2%
Q3 2020$692,000
+0.6%
27,775
+1.5%
0.05%0.0%
Q2 2020$688,000
+11.0%
27,375
-0.2%
0.05%
-28.4%
Q1 2020$620,000
-35.6%
27,436
-4.3%
0.07%
+94.7%
Q4 2019$963,000
+12.5%
28,674
+3.0%
0.04%
-57.3%
Q3 2019$856,000
-7.4%
27,850
-7.4%
0.09%
-4.3%
Q2 2019$924,000
-0.4%
30,084
+0.1%
0.09%
-8.8%
Q1 2019$928,000
+10.5%
30,058
+2.8%
0.10%
-2.9%
Q4 2018$840,000
-13.6%
29,247
-1.9%
0.10%0.0%
Q3 2018$972,000
+0.4%
29,800
-1.3%
0.10%
+47.9%
Q2 2018$968,000
-0.8%
30,182
+2.1%
0.07%
-6.6%
Q1 2018$976,000
-1.8%
29,562
+0.5%
0.08%
-1.3%
Q4 2017$994,000
+0.5%
29,404
+0.4%
0.08%
-12.5%
Q3 2017$989,000
+20.3%
29,284
+10.8%
0.09%
-30.7%
Q2 2017$822,000
-2.6%
26,420
-2.5%
0.13%
+47.7%
Q1 2017$844,000
+5.4%
27,105
-0.0%
0.09%
-15.7%
Q4 2016$801,00027,1100.10%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders