Kesler, Norman & Wride, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. 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 Q3 2023
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders