Kerntke Otto McGlone Wealth Management Group - 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
Kerntke Otto McGlone Wealth Management Group ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,247,059
-3.4%
127,836
+0.1%
3.35%
+1.7%
Q2 2023$3,363,000
+1.0%
127,711
+5.4%
3.29%
-3.8%
Q1 2023$3,329,000
+42.8%
121,116
+41.1%
3.42%
+27.7%
Q4 2022$2,331,000
+42.6%
85,819
+18.2%
2.68%
+8.9%
Q3 2022$1,635,000
+19.4%
72,591
+44.0%
2.46%
+20.6%
Q2 2022$1,369,000
-0.3%
50,400
+16.6%
2.04%
-35.0%
Q1 2022$1,373,000
+16.5%
43,228
+14.4%
3.14%
+118.7%
Q4 2021$1,179,000
+84.8%
37,802
+80.3%
1.44%
-24.5%
Q3 2021$638,000
-6.7%
20,966
-0.7%
1.90%
+596.3%
Q2 2021$684,000
+26.2%
21,104
+22.5%
0.27%
-3.9%
Q1 2021$542,000
+16.1%
17,233
+8.7%
0.28%
+2.9%
Q4 2020$467,000
+17.6%
15,848
-0.5%
0.28%
-5.2%
Q3 2020$397,000
+24.8%
15,931
+26.0%
0.29%
+0.3%
Q2 2020$318,000
+59.0%
12,640
+43.0%
0.29%
+29.5%
Q1 2020$200,000
-35.1%
8,838
-3.5%
0.22%
-13.8%
Q4 2019$308,0009,1600.26%
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