Castleview Partners, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.

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 Q4 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders