MA Private Wealth - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
MA Private Wealth ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$304,521
-64.7%
11,989
-63.4%
0.07%
-64.0%
Q2 2023$862,190
-10.4%
32,746
-6.5%
0.20%
-14.5%
Q1 2023$962,329
+1.2%
35,0070.0%0.23%
+2.2%
Q4 2022$950,777
+12.0%
35,007
-3.8%
0.23%
+8.5%
Q3 2022$849,000
-11.1%
36,400
-0.7%
0.21%
-9.4%
Q2 2022$955,000
-24.4%
36,668
-7.8%
0.23%
+1.3%
Q1 2022$1,263,000
-0.5%
39,761
-2.3%
0.23%
+0.9%
Q4 2021$1,269,000
+3.0%
40,707
+0.5%
0.23%
-5.8%
Q3 2021$1,232,000
-2.0%
40,503
+4.4%
0.24%
-3.2%
Q2 2021$1,257,000
+3.1%
38,785
+0.2%
0.25%
-1.6%
Q1 2021$1,219,000
+6.8%
38,720
+0.0%
0.25%
-2.7%
Q4 2020$1,141,000
+11.4%
38,702
-5.8%
0.26%
+7.9%
Q3 2020$1,024,000
+0.2%
41,089
+0.9%
0.24%
-5.5%
Q2 2020$1,022,000
+7.2%
40,703
-3.5%
0.26%
-8.6%
Q1 2020$953,000
-37.1%
42,177
-6.5%
0.28%
-39.8%
Q4 2019$1,515,000
+0.9%
45,124
-7.6%
0.46%
+10.2%
Q3 2019$1,502,000
-0.7%
48,848
-0.8%
0.42%
-4.3%
Q2 2019$1,513,000
-0.3%
49,245
+0.1%
0.44%
-8.5%
Q1 2019$1,518,000
+6.1%
49,182
-1.3%
0.48%
-11.2%
Q4 2018$1,431,00049,8420.54%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders