BELLEVUE ASSET MANAGEMENT, 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
BELLEVUE ASSET MANAGEMENT, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$7,925
-4.2%
3010.0%0.01%
-16.7%
Q1 2023$8,274
+1.4%
3010.0%0.01%0.0%
Q4 2022$8,163
-18.4%
301
-30.8%
0.01%
-25.0%
Q3 2022$10,000
-16.7%
4350.0%0.01%
-11.1%
Q2 2022$12,000
-14.3%
4350.0%0.01%0.0%
Q1 2022$14,000
+27.3%
435
+20.8%
0.01%
+50.0%
Q4 2021$11,0003600.01%
Other shareholders
ISHARES TR shareholders Q1 2022
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