CFM WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 421 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
CFM WEALTH PARTNERS LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$218,000
-14.5%
8,0140.0%0.06%
+6.6%
Q1 2022$255,000
-0.4%
8,014
-1.6%
0.06%
+7.0%
Q4 2021$256,000
+3.6%
8,1450.0%0.06%
-8.1%
Q3 2021$247,000
-6.4%
8,1450.0%0.06%
-11.4%
Q2 2021$264,000
+3.1%
8,1450.0%0.07%
-9.1%
Q1 2021$256,000
+4.1%
8,145
-2.2%
0.08%
-1.3%
Q4 2020$246,000
+4.7%
8,332
-11.8%
0.08%
-9.3%
Q3 2020$235,000
-0.8%
9,4520.0%0.09%
-4.4%
Q2 2020$237,000
+1.7%
9,452
-8.3%
0.09%
-16.7%
Q1 2020$233,000
-33.2%
10,3020.0%0.11%
-16.3%
Q4 2019$349,00010,3020.13%
Other shareholders
ISHARES TR shareholders Q2 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