MJP ASSOCIATES INC /ADV - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 413 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is 0.02 and the average weighting 0.2%.

Quarter-by-quarter ownership
MJP ASSOCIATES INC /ADV ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$230,000
-52.9%
8,471
-44.9%
0.06%
-48.0%
Q1 2022$488,000
-82.2%
15,380
-82.3%
0.12%
-84.9%
Q4 2021$2,736,000
+10.2%
87,108
+6.7%
0.81%
-3.4%
Q3 2021$2,483,000
+1.8%
81,639
+8.4%
0.84%
+2.9%
Q2 2021$2,440,000
-0.8%
75,300
-3.6%
0.82%
-18.2%
Q1 2021$2,459,000
-11.2%
78,116
-16.8%
1.00%
-14.3%
Q4 2020$2,768,00093,9311.17%
Other shareholders
ISHARES TR shareholders Q1 2021
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