Crescent Grove Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Crescent Grove Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,472,767
-9.0%
56,845
-7.5%
0.18%
+5.2%
Q2 2023$1,618,005
+18.7%
61,451
+23.9%
0.17%
+10.1%
Q1 2023$1,363,202
+428.1%
49,589
+421.8%
0.16%
+485.2%
Q4 2022$258,129
-66.5%
9,504
-72.2%
0.03%
-69.7%
Q3 2022$771,000
-1.4%
34,232
+18.9%
0.09%
+8.5%
Q2 2022$782,000
-3.7%
28,789
+12.7%
0.08%
+2.5%
Q1 2022$812,000
+27.1%
25,555
+24.7%
0.08%
+33.3%
Q4 2021$639,000
+12.3%
20,487
+9.6%
0.06%0.0%
Q3 2021$569,000
-6.1%
18,6970.0%0.06%
-6.2%
Q2 2021$606,000
+2.9%
18,6970.0%0.06%
-7.2%
Q1 2021$589,000
+6.9%
18,6970.0%0.07%
-4.2%
Q4 2020$551,000
+13.4%
18,697
-4.2%
0.07%
-25.8%
Q3 2020$486,000
-12.0%
19,513
-11.2%
0.10%
-17.1%
Q2 2020$552,000
+30.2%
21,966
+17.0%
0.12%
+24.5%
Q1 2020$424,000
-15.5%
18,780
+25.7%
0.09%
+8.0%
Q4 2019$502,000
+45.5%
14,941
+33.1%
0.09%
+31.8%
Q3 2019$345,000
+14.6%
11,226
+14.4%
0.07%
+15.8%
Q2 2019$301,0009,8130.06%
Other shareholders
ISHARES TR shareholders Q1 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