Alaska Wealth Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Alaska Wealth Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$157,124
-3.5%
6,1860.0%0.02%
-3.8%
Q2 2023$162,877
-14.8%
6,186
-11.0%
0.03%
-18.8%
Q1 2023$191,165
-8.4%
6,954
-9.5%
0.03%
-13.5%
Q4 2022$208,7527,6860.04%
Other shareholders
ISHARES TR shareholders Q2 2023
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