Wealth Advisory Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Wealth Advisory Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$10,847,737
-4.2%
411,992
+0.0%
2.89%
-4.1%
Q1 2023$11,324,355
+651.7%
411,945
+642.6%
3.01%
+643.2%
Q4 2022$1,506,552
+122.2%
55,470
+84.2%
0.40%
+116.6%
Q3 2022$678,000
-10.4%
30,106
+8.0%
0.19%
+0.5%
Q2 2022$757,000
-17.2%
27,864
-3.2%
0.19%
-2.1%
Q1 2022$914,000
+15.5%
28,773
+10.6%
0.19%
+8.0%
Q3 2021$791,000
-0.4%
26,009
+6.2%
0.18%
-6.4%
Q2 2021$794,000
+79300.0%
24,499
+2.2%
0.19%
+18700.0%
Q1 2021$1,000
-99.9%
23,960
+0.1%
0.00%
-99.5%
Q4 2020$705,000
+30.3%
23,936
+10.3%
0.19%
+33.6%
Q3 2020$541,000
+52.8%
21,706
+53.8%
0.14%
+44.4%
Q2 2020$354,00014,1170.10%
Other shareholders
ISHARES TR shareholders Q3 2021
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