180 WEALTH ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
180 WEALTH ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,125,630
-17.8%
83,686
-14.2%
0.48%
-15.8%
Q2 2023$2,586,681
-7.0%
97,500
-3.7%
0.57%
-12.2%
Q1 2023$2,782,352
-8.0%
101,213
-1.2%
0.65%
-9.0%
Q4 2022$3,023,462
+8.8%
102,490
-16.9%
0.71%
-7.1%
Q3 2022$2,779,000
-16.7%
123,356
+0.5%
0.76%
-10.2%
Q2 2022$3,337,000
-14.0%
122,711
+0.2%
0.85%
+0.7%
Q1 2022$3,878,000
-2.7%
122,458
-0.9%
0.85%
-5.5%
Q4 2021$3,985,000
-0.7%
123,534
-3.2%
0.90%
+1.2%
Q3 2021$4,013,000
-5.0%
127,598
-1.6%
0.88%
-8.5%
Q2 2021$4,226,000
-4.2%
129,679
-1.5%
0.97%
-11.7%
Q1 2021$4,411,000
+9.5%
131,626
+0.9%
1.09%
-5.9%
Q4 2020$4,028,000
+21.9%
130,393
+0.4%
1.16%
-6.2%
Q3 2020$3,305,000
-1.7%
129,912
+0.7%
1.24%
-7.3%
Q2 2020$3,363,000
+44.2%
128,961
+22.1%
1.34%
+10.4%
Q1 2020$2,332,000
-31.0%
105,614
+5.5%
1.21%
-10.2%
Q4 2019$3,378,000
+8.0%
100,118
-0.8%
1.35%
-2.6%
Q3 2019$3,128,000
+6.7%
100,886
+2.9%
1.38%
+4.9%
Q2 2019$2,931,000
+2.6%
98,075
+6.0%
1.32%
+1.7%
Q1 2019$2,858,000
+14.2%
92,491
+20.6%
1.30%
+11.0%
Q4 2018$2,502,000
-4.9%
76,692
-4.9%
1.17%
-3.9%
Q3 2018$2,630,000
+7.9%
80,608
+6.0%
1.22%
+0.7%
Q2 2018$2,438,000
-11.4%
76,078
-8.7%
1.21%
-15.5%
Q1 2018$2,753,000
-12.0%
83,311
-10.0%
1.43%
-10.2%
Q4 2017$3,128,00092,5741.59%
Other shareholders
ISHARES TR shareholders Q3 2021
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