Burleson & Company, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 377 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.50 and the average weighting 0.4%.

Quarter-by-quarter ownership
Burleson & Company, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$145,550
+20.3%
5,3590.0%0.04%
+38.5%
Q3 2022$121,000
-17.1%
5,3590.0%0.03%
-18.8%
Q2 2022$146,000
-14.6%
5,359
-0.3%
0.03%
+18.5%
Q1 2022$171,000
+1.8%
5,375
-0.3%
0.03%
+12.5%
Q4 2021$168,000
+3.1%
5,391
+0.6%
0.02%0.0%
Q3 2021$163,000
-6.3%
5,359
-0.3%
0.02%
-4.0%
Q2 2021$174,000
-10.8%
5,374
-13.1%
0.02%
-21.9%
Q1 2021$195,000
-20.7%
6,187
-35.1%
0.03%
-31.9%
Q3 2020$246,000
+1.2%
9,533
+1.5%
0.05%
-11.3%
Q2 2020$243,000
+11.0%
9,395
+1.0%
0.05%
-7.0%
Q1 2020$219,000
+3.3%
9,298
+48.1%
0.06%
-3.4%
Q4 2019$212,000
-10.5%
6,280
-16.3%
0.06%
-41.6%
Q1 2019$237,000
+1.3%
7,5010.0%0.10%
-16.5%
Q4 2018$234,000
-23.0%
7,501
-23.7%
0.12%
-28.8%
Q3 2018$304,000
-30.6%
9,836
-28.0%
0.17%
-33.3%
Q2 2018$438,000
-2.9%
13,6690.0%0.26%
-13.3%
Q1 2018$451,000
-2.4%
13,6690.0%0.29%
-1.0%
Q4 2017$462,00013,6690.30%
Other shareholders
ISHARES TR shareholders Q1 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