Alaska Wealth Advisors - 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
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 Q3 2023
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