Townsend & Associates, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Townsend & Associates, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$263,043
-11.0%
10,7540.0%0.06%
-26.3%
Q2 2023$295,520
-2.2%
10,7540.0%0.08%
-37.2%
Q1 2023$302,187
-2.3%
10,7540.0%0.12%
-20.9%
Q4 2022$309,285
+1961.9%
10,754
+2188.1%
0.15%
+920.0%
Q3 2018$15,0000.0%4700.0%0.02%
-11.8%
Q2 2018$15,0004700.02%
Other shareholders
ISHARES TR shareholders Q3 2023
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