Realta Investment Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.05 and the average weighting 0.3%.

Quarter-by-quarter ownership
Realta Investment Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$83,7820.0%3,1820.0%0.02%
+5.6%
Q2 2023$83,782
-3.1%
3,1820.0%0.02%
-14.3%
Q4 2022$86,423
+20.0%
3,1820.0%0.02%
+10.5%
Q3 2022$72,000
+41.2%
3,182
+101.1%
0.02%
+35.7%
Q4 2019$51,000
+1600.0%
1,582
+1829.3%
0.01%
+1300.0%
Q3 2019$3,0000.0%820.0%0.00%0.0%
Q2 2019$3,0000.0%820.0%0.00%0.0%
Q1 2019$3,000820.00%
Other shareholders
ISHARES TR shareholders Q1 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