Centerpoint 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
Centerpoint Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$38
-2.6%
1,4870.0%0.02%0.0%
Q2 2023$39
-2.5%
1,487
+2.1%
0.02%
-5.9%
Q1 2023$40
+2.6%
1,457
+0.6%
0.02%
-5.6%
Q4 2022$39
-99.9%
1,449
+1.0%
0.02%
+5.9%
Q3 2022$32,000
-15.8%
1,434
+1.9%
0.02%
-10.5%
Q2 2022$38,000
-13.6%
1,407
+1.7%
0.02%
-5.0%
Q1 2022$44,000
+2.3%
1,384
+0.9%
0.02%
+5.3%
Q4 2021$43,000
+4.9%
1,372
+0.7%
0.02%
-5.0%
Q3 2021$41,000
+32.3%
1,362
+41.6%
0.02%
+33.3%
Q2 2021$31,0009620.02%
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