Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Castleview Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,039
+12.8%
159
+16.9%
0.00%
+33.3%
Q2 2023$3,581
-4.2%
1360.0%0.00%0.0%
Q1 2023$3,739
+1.2%
1360.0%0.00%
-25.0%
Q4 2022$3,693
+23.1%
1360.0%0.00%
+33.3%
Q3 2022$3,000
-99.9%
136
+240.0%
0.00%
+50.0%
Q2 2022$2,944,000
+73500.0%
40
-70.6%
0.00%0.0%
Q1 2022$4,000
-97.4%
136
-97.2%
0.00%
+100.0%
Q4 2021$154,000
+2466.7%
4,801
+2467.4%
0.00%
-66.7%
Q2 2021$6,0001870.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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