CAROLINAS WEALTH CONSULTING LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 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 Q2 2022
NameSharesValueWeighting ↓
First National Bank of Hutchinson 847,196$19,147,0009.67%
Independence Wealth Advisors, Inc. 327,116$7,393,0008.89%
Camarda Financial Advisors, LLC 38,798$877,0004.43%
Round Table Services, LLC 466,457$10,542,0004.39%
MONETA GROUP INVESTMENT ADVISORS LLC 1,704,912$38,531,0004.01%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$20,295,0002.94%
Murphy, Middleton, Hinkle & Parker, Inc. 120,447$2,722,0002.40%
Wealth Advisors of Tampa Bay, LLC 94,088$2,126,0002.38%
ACCURATE INVESTMENT SOLUTIONS, INC. 125,502$2,836,0002.30%
AGILIS PARTNERS LLC 105,028$2,374,0002.26%
View complete list of ISHARES TR shareholders