Running Point Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 410 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is 0.01 and the average weighting 0.2%.

Quarter-by-quarter ownership
Running Point Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$179,609
+20.5%
6,6130.0%0.11%
+11.1%
Q3 2022$149,000
-17.2%
6,6130.0%0.10%
-14.7%
Q2 2022$180,000
-14.3%
6,6130.0%0.12%
-5.7%
Q1 2022$210,0006,6130.12%
Other shareholders
ISHARES TR shareholders Q3 2022
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