Kesler, Norman & Wride, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Kesler, Norman & Wride, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$201,722
-1.7%
2,468
+0.7%
0.05%
-5.8%
Q1 2023$205,211
-55.8%
2,451
-54.3%
0.05%
-56.3%
Q4 2022$463,884
-85.9%
5,360
-86.8%
0.12%
-87.0%
Q3 2022$3,284,000
+11.5%
40,473
+17.7%
0.92%
+12.1%
Q2 2022$2,944,00034,3920.82%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders