Wealth Advisory Solutions, LLC - 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
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 Q1 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