Retirement Group, 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
Retirement Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10,312
+7.0%
406
+10.9%
0.00%0.0%
Q2 2023$9,637
+7.1%
366
+22.0%
0.00%0.0%
Q4 2021$9,0000.0%3000.0%0.00%0.0%
Q3 2021$9,000
-10.0%
3000.0%0.00%
-20.0%
Q2 2021$10,000
+11.1%
3000.0%0.01%
+25.0%
Q1 2021$9,000
+12.5%
3000.0%0.00%0.0%
Q4 2020$8,000
+14.3%
3000.0%0.00%0.0%
Q3 2020$7,000
-12.5%
3000.0%0.00%
-20.0%
Q2 2020$8,000
-95.2%
300
-94.0%
0.01%
-95.4%
Q4 2019$168,0005,0100.11%
Other shareholders
ISHARES TR shareholders Q3 2021
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