Stolper Co - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 427 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.08 and the average weighting 0.3%.

Quarter-by-quarter ownership
Stolper Co ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$904
-5.0%
35,572
-1.6%
0.39%
-2.2%
Q2 2023$952
-6.4%
36,142
-2.3%
0.40%
-8.0%
Q1 2023$1,017
-1.8%
37,010
-3.0%
0.44%
-4.0%
Q4 2022$1,036
-99.9%
38,151
-3.3%
0.45%
+3.7%
Q3 2022$889,000
-14.2%
39,463
+3.5%
0.44%
-9.9%
Q2 2022$1,036,000
-14.5%
38,138
+0.0%
0.49%
-5.3%
Q1 2022$1,211,000
-58.5%
38,128
-59.3%
0.51%
-21.2%
Q4 2021$2,920,000
+109.9%
93,632
+104.7%
0.65%
-2.1%
Q3 2021$1,391,000
+224.2%
45,737
+245.3%
0.66%
+229.2%
Q2 2021$429,000
+3.4%
13,247
+0.4%
0.20%
-5.6%
Q1 2021$415,000
+4.8%
13,188
-1.8%
0.21%
-3.6%
Q4 2020$396,000
+16.8%
13,425
-1.2%
0.22%
+1.4%
Q3 2020$339,000
-38.6%
13,594
-38.1%
0.22%
-39.3%
Q2 2020$552,000
+11.3%
21,977
+0.1%
0.36%
+1.4%
Q1 2020$496,00021,9510.36%
Other shareholders
ISHARES TR shareholders Q4 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