Tyler-Stone Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 431 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is 0.28 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 Q2 2022
NameSharesValueWeighting ↓
Curbstone Financial Management Corp 21,910$613,2610.14%
CHEMUNG CANAL TRUST CO 21,067$589,6640.12%
Fifth Third Wealth Advisors LLC 9,943$278,3050.09%
Fragasso Group Inc. 30,863$863,8570.08%
Lowe Wealth Advisors, LLC 2,410$67,4560.03%
Anchor Investment Management, LLC 5,325$149,0610.02%
Versant Capital Management, Inc 1,489$41,6770.01%
ST GERMAIN D J CO INC 820$22,9520.00%
View complete list of ISHARES TR shareholders