SWEENEY & MICHEL, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 8 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SWEENEY & MICHEL, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$205,615
-12.4%
8,185
-7.2%
0.11%
-10.7%
Q2 2023$234,779
-37.4%
8,823
-36.4%
0.12%
-39.5%
Q1 2023$374,78813,8710.20%
Other shareholders
ISHARES TR shareholders Q4 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