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 ↓
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