HOWE & RUSLING INC - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
HOWE & RUSLING INC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,713
+154.8%
141
+166.0%
0.00%
Q1 2023$1,457
-72.3%
53
-72.7%
0.00%
-100.0%
Q4 2022$5,269
+31.7%
1940.0%0.00%0.0%
Q3 2022$4,000
-20.0%
1940.0%0.00%0.0%
Q2 2022$5,000
-16.7%
1940.0%0.00%0.0%
Q1 2022$6,000
-87.5%
194
-87.5%
0.00%
-83.3%
Q4 2021$48,000
+2.1%
1,5530.0%0.01%0.0%
Q3 2021$47,000
-7.8%
1,553
-0.6%
0.01%0.0%
Q2 2021$51,000
-54.9%
1,563
-56.6%
0.01%
-60.0%
Q1 2021$113,000
-88.2%
3,603
-88.9%
0.02%
-89.7%
Q4 2020$958,000
-27.2%
32,497
-38.4%
0.15%
-35.4%
Q3 2020$1,316,000
-2.8%
52,775
-2.1%
0.23%
-9.6%
Q2 2020$1,354,000
+8.7%
53,887
-2.3%
0.25%
-6.7%
Q1 2020$1,246,000
+1.9%
55,145
+51.4%
0.27%
+32.7%
Q4 2019$1,223,000
+7.8%
36,425
-1.2%
0.20%
+1.5%
Q3 2019$1,134,000
+6.6%
36,876
+6.5%
0.20%
+8.2%
Q2 2019$1,064,000
-6.7%
34,635
-6.3%
0.18%
-7.1%
Q1 2019$1,141,000
+9.9%
36,961
+2.3%
0.20%
-10.0%
Q4 2018$1,038,000
+1521.9%
36,147
+1734.9%
0.22%
+1900.0%
Q3 2018$64,000
+10.3%
1,970
+9.1%
0.01%
+10.0%
Q2 2018$58,000
+544.4%
1,805
+471.2%
0.01%
+400.0%
Q4 2016$9,0003160.00%
Other shareholders
ISHARES TR shareholders Q3 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