MBA Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
MBA Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$437,000
+15.9%
13,753
+13.7%
0.27%
+15.8%
Q4 2021$377,000
-1.0%
12,091
-3.4%
0.23%
-16.7%
Q3 2021$381,000
-14.4%
12,516
-8.8%
0.28%
+35.7%
Q2 2021$445,000
-0.9%
13,720
-3.8%
0.21%
-16.2%
Q1 2021$449,00014,2670.25%
Other shareholders
ISHARES TR shareholders Q1 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