Brown Advisory Securities, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Brown Advisory Securities, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$309,000
-6.9%
3,500
-16.7%
0.13%
+34.7%
Q3 2021$332,000
+0.6%
4,2000.0%0.10%
+88.5%
Q2 2021$330,000
-1.2%
4,2000.0%0.05%
-8.8%
Q1 2021$334,000
+2.5%
4,2000.0%0.06%
+1.8%
Q4 2020$326,000
+6.2%
4,200
+100.0%
0.06%
-11.1%
Q3 2020$307,000
+1.3%
2,1000.0%0.06%
-3.1%
Q2 2020$303,000
+4.1%
2,1000.0%0.06%
-13.3%
Q1 2020$291,000
-14.2%
2,1000.0%0.08%
-7.4%
Q4 2019$339,000
-0.9%
2,1000.0%0.08%
-15.6%
Q3 2019$342,000
+7.9%
2,1000.0%0.10%
+14.3%
Q2 2019$317,000
+2.6%
2,1000.0%0.08%
+15.1%
Q1 2019$309,000
+10.4%
2,100
-1.5%
0.07%
+37.7%
Q4 2018$280,000
-2.1%
2,1330.0%0.05%
+15.2%
Q3 2018$286,000
+2.1%
2,1330.0%0.05%
-6.1%
Q2 2018$280,000
+3.3%
2,1330.0%0.05%
-2.0%
Q1 2018$271,000
-4.2%
2,1330.0%0.05%
-9.1%
Q4 2017$283,0000.0%2,1330.0%0.06%
-9.8%
Q3 2017$283,000
+2.2%
2,1330.0%0.06%
-4.7%
Q2 2017$277,000
+1.1%
2,1330.0%0.06%
-5.9%
Q1 2017$274,000
+5.8%
2,1330.0%0.07%
-4.2%
Q4 2016$259,0002,1330.07%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders