Tyler-Stone Wealth Management - 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
Tyler-Stone Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$48
-4.0%
1,8910.0%0.03%
-3.6%
Q2 2023$500.0%1,891
+3.6%
0.03%
-17.6%
Q4 2022$50
-99.9%
1,826
+1.3%
0.03%
+9.7%
Q3 2022$41,000
-14.6%
1,802
+2.7%
0.03%
-3.1%
Q2 2022$48,000
-11.1%
1,754
+2.3%
0.03%
+6.7%
Q1 2022$54,000
+1.9%
1,715
+1.1%
0.03%
+7.1%
Q4 2021$53,0001,6960.03%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders