Clarus Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 362 filers reported holding ISHARES TR in Q3 2018. The put-call ratio across all filers is 1.42 and the average weighting 0.4%.

Quarter-by-quarter ownership
Clarus Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$263,000
-17.0%
10,077
-0.1%
0.18%
-6.1%
Q1 2022$317,000
+3.6%
10,090
+7.9%
0.20%
+11.9%
Q4 2021$306,000
+8.1%
9,350
+1.5%
0.18%
+1.1%
Q3 2021$283,000
-6.6%
9,212
-1.0%
0.17%
-8.4%
Q2 2021$303,000
-2.9%
9,308
-4.5%
0.19%
-2.6%
Q1 2021$312,000
+7.2%
9,747
+3.6%
0.20%
+1.0%
Q4 2020$291,000
+20.7%
9,410
-0.9%
0.19%
+3.2%
Q3 2020$241,000
+7.1%
9,492
+7.7%
0.19%
-1.6%
Q2 2020$225,000
-25.7%
8,815
-2.1%
0.19%
-5.0%
Q4 2019$303,000
-3.2%
9,001
-11.7%
0.20%
-12.7%
Q3 2019$313,000
+6.8%
10,190
+7.0%
0.23%
+8.0%
Q2 2019$293,000
+1295.2%
9,526
+1296.8%
0.21%
+1225.0%
Q1 2019$21,000
+50.0%
682
+41.5%
0.02%
-27.3%
Q4 2018$14,000
+100.0%
482
+141.0%
0.02%
+340.0%
Q3 2018$7,0000.0%2000.0%0.01%0.0%
Q2 2018$7,0002000.01%
Other shareholders
ISHARES TR shareholders Q3 2018
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