Retirement Group, 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
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 Q1 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