J.W. COLE ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
J.W. COLE ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$390,778
-13.4%
5,311
-3.8%
0.03%
-9.4%
Q2 2023$451,254
-43.3%
5,520
-41.9%
0.03%
-43.9%
Q1 2023$795,792
+85.9%
9,507
+92.2%
0.06%
+72.7%
Q4 2022$428,098
+2.7%
4,946
-3.7%
0.03%
-5.7%
Q3 2022$417,000
-0.2%
5,137
+5.2%
0.04%
+6.1%
Q2 2022$418,000
-6.7%
4,884
-0.8%
0.03%
+10.0%
Q1 2022$448,000
+2.3%
4,921
-0.7%
0.03%
+3.4%
Q4 2021$438,000
+22.0%
4,954
+8.5%
0.03%
+3.6%
Q2 2021$359,000
-1.1%
4,568
+0.1%
0.03%
-20.0%
Q1 2021$363,000
-40.8%
4,565
-42.2%
0.04%
-45.3%
Q4 2020$613,000
-49.1%
7,896
-4.3%
0.06%
-30.4%
Q3 2020$1,205,000
+402.1%
8,255
+374.4%
0.09%
-80.2%
Q1 2020$240,000
-35.7%
1,740
-24.3%
0.46%
+887.2%
Q4 2019$373,0002,3000.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders