GDS Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 434 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
GDS Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,832,926
+3.9%
859,564
+7.7%
3.43%
+0.6%
Q2 2023$21,017,264
+2.7%
798,225
+7.2%
3.41%
-5.7%
Q1 2023$20,470,896
+9.2%
744,667
+7.9%
3.62%
+1.1%
Q4 2022$18,741,405690,0373.58%
Other shareholders
ISHARES TR shareholders Q2 2023
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