Bellwether Advisors, LLC - 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
Bellwether Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$5,024
+151.2%
185
+39.1%
0.00%0.0%
Q3 2022$2,000
-33.3%
1330.0%0.00%0.0%
Q2 2022$3,000
-25.0%
1330.0%0.00%0.0%
Q1 2022$4,0000.0%1330.0%0.00%0.0%
Q4 2021$4,0000.0%1330.0%0.00%0.0%
Q3 2021$4,000
-60.0%
133
-58.3%
0.00%
-66.7%
Q2 2021$10,000
+150.0%
319
+139.8%
0.00%
+50.0%
Q1 2021$4,000
+33.3%
1330.0%0.00%
+100.0%
Q4 2020$3,0001330.00%
Other shareholders
ISHARES TR shareholders Q4 2022
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