Golden State Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 387 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.11 and the average weighting 0.2%.

Quarter-by-quarter ownership
Golden State Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$203,000
+1.0%
6,508
+5.0%
0.04%
-20.5%
Q2 2021$201,000
+70.3%
6,196
+30.6%
0.04%
+12.8%
Q3 2020$118,000
-57.2%
4,743
-72.8%
0.04%
-45.1%
Q2 2020$276,000
+176.0%
17,424
+294.7%
0.07%
+61.4%
Q1 2020$100,000
-23.7%
4,414
+3.6%
0.04%
+2.3%
Q3 2019$131,000
+1.6%
4,260
+0.7%
0.04%
+4.9%
Q2 2019$129,000
+0.8%
4,231
+1.8%
0.04%
-4.7%
Q1 2019$128,0004,1580.04%
Other shareholders
ISHARES TR shareholders Q4 2020
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