Crestone Asset Management LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 408 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
Crestone Asset Management LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$270,713
+22.5%
10,658
+53.1%
0.06%
+41.3%
Q1 2022$221,000
+1.8%
6,9630.0%0.05%
+4.5%
Q4 2021$217,000
+2.4%
6,9630.0%0.04%
-4.3%
Q3 2021$212,000
-6.2%
6,9630.0%0.05%
-4.2%
Q2 2021$226,000
-7.0%
6,963
-9.9%
0.05%
-23.8%
Q1 2021$243,000
+6.6%
7,7280.0%0.06%
+3.3%
Q4 2020$228,000
-36.0%
7,728
-45.4%
0.06%
-48.3%
Q2 2020$356,000
+19.5%
14,163
+7.6%
0.12%
-2.5%
Q1 2020$298,000
-59.3%
13,168
-41.3%
0.12%
-62.3%
Q3 2018$732,000
+1.8%
22,4300.0%0.32%
+0.9%
Q2 2018$719,000
+18.5%
22,430
+22.0%
0.32%
+14.8%
Q1 2018$607,000
+13.7%
18,391
+16.4%
0.28%
+4.5%
Q4 2017$534,00015,7960.26%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders