ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,411,330
-70.9%
59,953
-67.7%
0.00%
-71.4%
Q2 2023$15,172,586
-18.5%
185,597
-16.6%
0.01%
-22.2%
Q1 2023$18,624,431
-10.1%
222,488
-7.1%
0.01%
-18.2%
Q4 2022$20,725,269
+20.0%
239,488
+12.5%
0.01%
+10.0%
Q3 2022$17,277,000
-3.0%
212,953
+2.4%
0.01%0.0%
Q2 2022$17,806,000
-5.3%
208,016
+0.6%
0.01%
+11.1%
Q1 2022$18,810,000
-10.0%
206,707
-12.5%
0.01%
-10.0%
Q4 2021$20,889,000
+10.6%
236,217
-1.2%
0.01%0.0%
Q3 2021$18,881,000
-2.3%
239,182
-2.9%
0.01%
-9.1%
Q2 2021$19,330,000
+1.4%
246,244
+2.7%
0.01%
-8.3%
Q1 2021$19,070,000
+17.5%
239,687
+14.6%
0.01%0.0%
Q4 2020$16,227,000
+0.4%
209,115
+88.9%
0.01%
-14.3%
Q3 2020$16,167,000
+14.9%
110,715
+10.3%
0.01%0.0%
Q2 2020$14,067,000
+2.0%
100,338
+0.4%
0.01%
-12.5%
Q1 2020$13,796,000
-9.4%
99,907
+6.3%
0.02%0.0%
Q4 2019$15,229,000
+13.5%
93,979
+14.1%
0.02%
+6.7%
Q3 2019$13,417,000
+19.4%
82,386
+10.6%
0.02%
+7.1%
Q2 2019$11,236,000
+14.6%
74,513
+12.0%
0.01%
+7.7%
Q1 2019$9,801,000
+42.6%
66,536
+30.0%
0.01%
+18.2%
Q4 2018$6,872,000
-27.4%
51,198
-27.5%
0.01%
-31.2%
Q3 2018$9,465,000
+258.0%
70,598
+252.4%
0.02%
+166.7%
Q2 2018$2,644,000
+8.2%
20,036
+6.2%
0.01%
-14.3%
Q1 2018$2,444,000
-85.0%
18,863
-84.7%
0.01%
-80.6%
Q4 2017$16,346,000
-0.9%
123,014
-0.9%
0.04%
-7.7%
Q3 2017$16,495,000
-15.0%
124,103
-16.8%
0.04%
-27.8%
Q2 2017$19,402,000
+27.8%
149,218
+26.2%
0.05%
+10.2%
Q1 2017$15,180,000
-43.4%
118,211
-46.3%
0.05%
-49.5%
Q4 2016$26,830,000
-33.4%
220,223
-33.0%
0.10%
-37.8%
Q3 2016$40,287,000
-22.4%
328,685
-16.9%
0.16%
-24.6%
Q2 2016$51,923,000
+35.5%
395,544
+27.7%
0.21%
+25.5%
Q1 2016$38,323,000
+505.1%
309,856
+428.0%
0.16%
+469.0%
Q4 2015$6,333,000
+74.6%
58,681
+74.5%
0.03%
+61.1%
Q3 2015$3,627,000
-57.2%
33,621
-58.8%
0.02%
-55.0%
Q2 2015$8,465,000
-76.5%
81,664
-74.7%
0.04%
-78.5%
Q1 2015$36,027,000
-37.9%
322,357
-34.3%
0.19%
-68.5%
Q4 2014$58,003,000
+54.7%
490,426
+37.7%
0.59%
+56.5%
Q3 2014$37,491,000
-33.9%
356,138
-30.1%
0.38%
-36.1%
Q2 2014$56,735,000
+769.5%
509,424
+713.5%
0.59%
+719.4%
Q1 2014$6,525,000
+3525.0%
62,622
+3225.7%
0.07%
+3500.0%
Q4 2013$180,000
-99.7%
1,883
-99.7%
0.00%
-99.7%
Q3 2013$63,782,000
-4.1%
679,330
-3.4%
0.78%
-9.5%
Q2 2013$66,504,000703,1460.86%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders