Sutton Wealth Advisors Inc. - 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
Sutton Wealth Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$151,740
-3.5%
5,9740.0%0.08%
-1.3%
Q2 2023$157,295
-4.2%
5,9740.0%0.08%
-13.6%
Q1 2023$164,225
+1.2%
5,9740.0%0.09%
+41.9%
Q4 2022$162,254
+20.6%
5,9740.0%0.06%
+12.7%
Q3 2022$134,594
+84.2%
5,974
+122.1%
0.06%
+89.7%
Q2 2022$73,0602,6900.03%
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