Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$67,731
-3.5%
2,6670.0%0.03%
+7.1%
Q2 2023$70,211
-12.5%
2,667
-8.7%
0.03%
-30.0%
Q1 2023$80,269
+1.9%
2,920
+0.7%
0.04%
+11.1%
Q4 2022$78,767
+21.2%
2,900
+1.2%
0.04%
+9.1%
Q3 2022$65,000
-14.5%
2,866
+2.3%
0.03%
-15.4%
Q2 2022$76,000
-12.6%
2,801
+2.0%
0.04%0.0%
Q1 2022$87,000
+2.4%
2,746
+1.0%
0.04%
+14.7%
Q4 2021$85,000
+3.7%
2,720
+0.9%
0.03%
-10.5%
Q3 2021$82,000
-3.5%
2,697
+1.7%
0.04%
-2.6%
Q2 2021$85,000
-2.3%
2,651
+1.1%
0.04%
-9.3%
Q1 2021$87,000
+16.0%
2,622
+3.3%
0.04%
+2.4%
Q4 2020$75,000
+19.0%
2,538
+0.7%
0.04%
+10.5%
Q3 2020$63,0002,5200.04%
Other shareholders
ISHARES TR shareholders Q3 2023
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