Tradition Wealth Management, 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
Tradition Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$13
-7.1%
5170.0%0.00%0.0%
Q2 2023$140.0%517
+2.2%
0.00%0.0%
Q1 2023$140.0%506
+0.8%
0.00%0.0%
Q4 2022$14
-99.9%
502
-46.6%
0.00%
-33.3%
Q3 2022$21,000
-56.2%
940
-46.6%
0.00%
-57.1%
Q2 2022$48,000
-40.7%
1,761
-30.9%
0.01%
-30.0%
Q1 2022$81,000
+2.5%
2,548
+0.5%
0.01%0.0%
Q4 2021$79,000
+36.2%
2,536
+34.2%
0.01%
+25.0%
Q3 2021$58,000
+107.1%
1,890
+120.8%
0.01%
+100.0%
Q2 2021$28,000
+7.7%
856
+2.5%
0.00%0.0%
Q1 2021$26,000
-74.5%
835
-76.0%
0.00%
-80.0%
Q4 2020$102,0003,4780.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 339,699$11,404,00010.97%
First National Bank of Hutchinson 778,373$26,130,00010.40%
Independence Wealth Advisors, Inc. 318,937$10,707,00010.40%
Round Table Services, LLC 933,202$31,328,0008.68%
MONETA GROUP INVESTMENT ADVISORS LLC 2,834,823$95,165,0007.98%
Altus Wealth Management, LLC 219,330$7,363,0007.21%
Argent Advisors, Inc. 164,315$5,529,0004.14%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$30,146,0003.29%
Wealth Advisors of Tampa Bay, LLC 94,880$3,185,0002.93%
Murphy, Middleton, Hinkle & Parker, Inc. 123,391$4,142,0002.76%
View complete list of ISHARES TR shareholders