Cambridge Investment Research Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Cambridge Investment Research Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,762
-6.8%
23,944
+3.6%
0.01%
-11.1%
Q2 2023$1,890
-64.0%
23,114
-63.2%
0.01%
-65.4%
Q1 2023$5,255
+140.5%
62,771
+148.6%
0.03%
+136.4%
Q4 2022$2,185
-100.0%
25,252
-55.3%
0.01%
-57.7%
Q3 2022$4,588,000
+16.3%
56,545
+22.7%
0.03%
+23.8%
Q2 2022$3,944,000
+106.1%
46,072
+119.1%
0.02%
+133.3%
Q1 2022$1,914,000
+4.3%
21,031
+1.4%
0.01%
+12.5%
Q4 2021$1,835,000
+5.2%
20,749
-6.1%
0.01%
-11.1%
Q3 2021$1,744,000
+11.9%
22,098
+11.3%
0.01%
+28.6%
Q2 2021$1,558,000
-78.8%
19,853
-78.5%
0.01%
-82.5%
Q1 2021$7,348,000
+296.3%
92,363
+286.5%
0.04%
+263.6%
Q4 2020$1,854,000
+11.3%
23,896
+109.5%
0.01%0.0%
Q3 2020$1,666,000
+10.0%
11,408
+5.6%
0.01%0.0%
Q2 2020$1,515,000
+1.6%
10,804
+0.0%
0.01%
-21.4%
Q1 2020$1,491,000
-30.7%
10,800
-18.7%
0.01%
-17.6%
Q4 2019$2,152,000
-29.8%
13,279
-29.5%
0.02%
-37.0%
Q3 2019$3,067,000
-37.5%
18,832
-42.2%
0.03%
-40.0%
Q2 2019$4,909,000
+177.7%
32,557
+171.3%
0.04%
+164.7%
Q1 2019$1,768,000
-61.7%
12,000
-65.1%
0.02%
-66.7%
Q4 2018$4,620,000
+264.6%
34,424
+264.2%
0.05%
+325.0%
Q3 2018$1,267,000
-4.0%
9,453
-5.5%
0.01%
-14.3%
Q2 2018$1,320,000
+7.1%
10,004
+3.5%
0.01%0.0%
Q1 2018$1,232,000
-35.3%
9,666
-32.5%
0.01%
-36.4%
Q4 2017$1,903,000
-72.1%
14,326
-72.1%
0.02%
-76.1%
Q3 2017$6,814,000
+43.2%
51,271
+40.1%
0.09%
+31.4%
Q2 2017$4,760,000
+601.0%
36,609
+592.4%
0.07%
+483.3%
Q1 2017$679,000
-11.5%
5,287
-16.0%
0.01%
-14.3%
Q4 2016$767,000
-2.5%
6,294
-2.0%
0.01%
-6.7%
Q3 2016$787,000
-13.1%
6,421
-6.9%
0.02%
-21.1%
Q2 2016$906,000
-12.7%
6,898
-17.8%
0.02%
-17.4%
Q1 2016$1,038,000
+53.8%
8,395
+34.3%
0.02%
+43.8%
Q4 2015$675,000
+5.1%
6,253
+5.1%
0.02%
-11.1%
Q3 2015$642,000
-40.8%
5,950
-43.1%
0.02%
-40.0%
Q2 2015$1,084,000
-29.6%
10,454
-24.1%
0.03%
-31.8%
Q1 2015$1,540,000
-22.4%
13,779
-17.9%
0.04%
-27.9%
Q4 2014$1,985,000
+79.5%
16,784
+59.7%
0.06%
+84.8%
Q3 2014$1,106,000
-39.6%
10,508
-36.0%
0.03%
-48.4%
Q2 2014$1,830,000
+55.2%
16,427
+45.2%
0.06%
+42.2%
Q1 2014$1,179,000
+81.4%
11,314
+66.8%
0.04%
+66.7%
Q4 2013$650,000
+3.8%
6,785
+1.7%
0.03%0.0%
Q3 2013$626,000
-11.5%
6,669
-10.7%
0.03%
-25.0%
Q2 2013$707,0007,4720.04%
Other shareholders
ISHARES TR shareholders Q2 2022
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