COWA, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 454 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
COWA, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$8,179,042
+20.2%
295,620
+21.8%
4.36%
+8.8%
Q1 2024$6,805,471
-17.1%
242,706
-17.2%
4.01%
-21.6%
Q4 2023$8,205,214
+5.9%
293,135
-3.9%
5.12%
-2.2%
Q3 2023$7,749,557
-12.6%
305,044
-9.4%
5.23%
-10.3%
Q2 2023$8,867,434
+16.6%
336,803
-82.2%
5.84%
-5.9%
Q1 2023$7,603,936
-4.5%
1,892,422
+556.7%
6.20%
+25.2%
Q4 2022$7,963,518
+94.1%
288,182
+58.3%
4.95%
+83.0%
Q3 2022$4,102,000
-14.7%
182,084
+2.8%
2.71%
-2.1%
Q2 2022$4,808,000
-12.8%
177,075
+2.1%
2.76%
+1.1%
Q1 2022$5,512,000
+3.9%
173,456
+1.9%
2.74%
+2.5%
Q4 2021$5,306,000
+4.7%
170,163
+2.1%
2.67%
-8.0%
Q3 2021$5,069,000
-16.8%
166,598
-12.4%
2.90%
-23.6%
Q2 2021$6,092,000
+6.4%
190,257
+6.5%
3.80%
+10.5%
Q1 2021$5,725,000
+14.6%
178,695
+11.2%
3.44%
-9.7%
Q4 2020$4,996,000160,7433.80%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 251,494$7,987,0005.36%
Fountainhead AM, LLC 328,156$10,422,0004.63%
Kerntke Otto McGlone Wealth Management Group 43,228$1,373,0003.14%
Sterling Financial Planning, Inc. 152,140$4,832,0003.04%
First National Bank of Hutchinson 163,677$5,199,0003.03%
COWA, LLC 173,456$5,512,0002.74%
SUMMIT FINANCIAL GROUP, INC. 210,315$7,696,0002.61%
FORESIGHT CAPITAL MANAGEMENT ADVISORS, INC. 63,461$2,016,0002.25%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,520,0002.16%
Murphy, Middleton, Hinkle & Parker, Inc. 117,520$3,732,0002.00%
View complete list of ISHARES TR shareholders