ICA Group Wealth Management, LLC - 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
ICA Group Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$1,238
-28.8%
47
-26.6%
0.00%
Q4 2022$1,738
-99.3%
64
-99.3%
0.00%
-100.0%
Q2 2022$242,000
-12.9%
8,8240.0%0.04%
-15.1%
Q1 2022$278,0008,8240.05%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
MONETA GROUP INVESTMENT ADVISORS LLC 3,368,424$103,478,00010.20%
Independence Wealth Advisors, Inc. 327,554$10,062,0009.92%
Round Table Services, LLC 924,058$28,387,0008.75%
Highwater Wealth Management, LLC 57,178$1,756,0003.98%
BIEGEL & WALLER LLC 233,087$7,160,0003.66%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$27,587,0003.37%
AGILIS PARTNERS LLC 126,385$3,883,0002.90%
ACCURATE INVESTMENT SOLUTIONS, INC. 123,070$3,781,0002.88%
Grove Bank & Trust 222,743$6,843,0002.50%
Murphy, Middleton, Hinkle & Parker, Inc. 112,451$3,455,0002.46%
View complete list of ISHARES TR shareholders