Lake Point Wealth Management - 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
Lake Point Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$040.0%0.00%
Q4 2021$040.0%0.00%
Q3 2021$040.0%0.00%
Q2 2021$0
-100.0%
4
-86.7%
0.00%
-100.0%
Q1 2020$1,0000.0%300.0%0.00%
Q4 2019$1,000
-50.0%
30
-46.4%
0.00%
-100.0%
Q2 2019$2,0000.0%560.0%0.00%0.0%
Q1 2019$2,000
-96.9%
56
-97.5%
0.00%
-95.8%
Q4 2018$65,0002,2700.02%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders