CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 442 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,0000.0%29
+3.6%
0.00%
Q2 2022$1,0000.0%280.0%0.00%
Q1 2022$1,0000.0%280.0%0.00%
Q4 2021$1,0000.0%280.0%0.00%
Q3 2021$1,0000.0%28
+3.7%
0.00%
Q2 2021$1,0000.0%27
+3.8%
0.00%
Q1 2021$1,0000.0%260.0%0.00%
Q4 2020$1,000
-66.7%
26
-78.7%
0.00%
-100.0%
Q3 2020$3,0000.0%1220.0%0.00%0.0%
Q2 2020$3,000
-66.7%
122
-67.1%
0.00%
-80.0%
Q1 2020$9,0003710.01%
Other shareholders
ISHARES TR shareholders Q4 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