CFM WEALTH PARTNERS LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 449 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.01 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 Q1 2022
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