Wambolt & Associates, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wambolt & Associates, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,136
-15.8%
7,639
-11.3%
0.07%
-15.3%
Q1 2023$238,837
-0.7%
8,616
-2.7%
0.08%
-7.6%
Q4 2022$240,503
+15.1%
8,855
-4.7%
0.09%
+3.4%
Q3 2022$209,000
-17.1%
9,2950.0%0.09%
-11.9%
Q2 2022$252,000
-16.6%
9,295
-1.6%
0.10%
-8.2%
Q1 2022$302,000
-5.3%
9,445
-7.5%
0.11%
-4.3%
Q4 2021$319,000
-5.3%
10,216
-7.3%
0.12%
-14.8%
Q3 2021$337,000
-5.9%
11,0230.0%0.14%
-11.2%
Q2 2021$358,000
+2.9%
11,023
+0.4%
0.15%
-16.0%
Q1 2021$348,000
-2.0%
10,978
-8.9%
0.18%
-14.6%
Q4 2020$355,000
+4.1%
12,045
-12.0%
0.21%
-16.9%
Q3 2020$341,000
-11.7%
13,683
-11.0%
0.26%
-15.8%
Q2 2020$386,000
+5.5%
15,368
-5.0%
0.30%
-19.8%
Q1 2020$366,000
-38.7%
16,185
-9.0%
0.38%
-16.9%
Q4 2019$597,000
+5.3%
17,784
-3.6%
0.46%
-2.8%
Q3 2019$567,000
-1.2%
18,446
-1.3%
0.47%
-3.7%
Q2 2019$574,000
-1.9%
18,689
+0.0%
0.49%
-8.6%
Q1 2019$585,000
+5.6%
18,682
-3.2%
0.53%
-12.9%
Q4 2018$554,00019,2940.61%
Other shareholders
ISHARES TR shareholders Q3 2023
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