LeJeune Puetz Investment Counsel 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
LeJeune Puetz Investment Counsel LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$175,378
+1.4%
6,380
+0.2%
0.06%
-3.1%
Q4 2022$173,015
-8.0%
6,370
-23.5%
0.06%
-15.6%
Q3 2022$188,000
-16.8%
8,3220.0%0.08%
-12.5%
Q2 2022$226,000
-14.1%
8,322
+0.3%
0.09%
-4.3%
Q1 2022$263,000
+1.9%
8,295
+0.2%
0.09%
+5.7%
Q4 2021$258,000
+2.8%
8,282
+0.4%
0.09%
-4.4%
Q3 2021$251,000
-6.0%
8,2480.0%0.09%
-8.1%
Q2 2021$267,000
+3.1%
8,248
+0.4%
0.10%
-2.9%
Q1 2021$259,000
+7.0%
8,2180.0%0.10%
-1.9%
Q4 2020$242,000
+18.0%
8,218
+0.1%
0.10%
+4.0%
Q3 2020$205,000
-0.5%
8,210
+0.2%
0.10%
-7.4%
Q2 2020$206,000
-47.6%
8,197
-52.9%
0.11%
-53.0%
Q1 2020$393,000
-57.3%
17,409
-36.5%
0.23%
-46.6%
Q4 2019$920,000
+6.1%
27,409
-2.8%
0.43%
-2.0%
Q3 2019$867,000
-6.2%
28,188
-6.3%
0.44%
-7.8%
Q2 2019$924,000
-1.4%
30,088
-0.9%
0.48%
-6.3%
Q1 2019$937,000
+5.4%
30,366
-1.9%
0.51%
-8.1%
Q4 2018$889,000
-8.2%
30,955
+4.3%
0.55%
-0.9%
Q3 2018$968,000
-0.9%
29,680
-2.6%
0.56%
-7.5%
Q2 2018$977,000
-17.1%
30,480
-14.7%
0.60%
-16.5%
Q1 2018$1,179,000
-2.8%
35,713
-0.5%
0.72%
-2.7%
Q4 2017$1,213,000
-0.8%
35,895
-0.9%
0.74%
-5.6%
Q3 2017$1,223,000
+0.4%
36,214
-2.7%
0.79%
-4.7%
Q2 2017$1,218,000
-3.7%
37,214
-7.4%
0.83%
-9.1%
Q1 2017$1,265,000
+8.3%
40,199
+1.7%
0.91%
+1.5%
Q4 2016$1,168,00039,5100.90%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders