First Heartland Consultants, 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
First Heartland Consultants, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$448
-99.9%
6,084
+45.2%
0.06%
+27.3%
Q2 2023$342,639
-24.6%
4,191
-22.8%
0.04%
-35.3%
Q1 2023$454,379
-2.8%
5,428
+0.5%
0.07%
-9.3%
Q4 2022$467,577
-64.8%
5,403
-67.1%
0.08%
-34.2%
Q3 2022$1,330,000
+172.0%
16,400
+187.0%
0.11%
+48.1%
Q2 2022$489,000
-5.8%
5,714
+0.0%
0.08%
-3.8%
Q1 2022$519,000
+1.6%
5,712
-1.2%
0.08%
+321.1%
Q4 2021$511,000
+9.4%
5,782
-2.3%
0.02%
-73.2%
Q3 2021$467,000
+0.6%
5,918
+0.1%
0.07%
+1.4%
Q2 2021$464,000
-1.3%
5,915
+0.1%
0.07%
-6.7%
Q1 2021$470,000
-4.7%
5,912
-6.9%
0.08%
-8.5%
Q4 2020$493,000
+3.8%
6,348
+95.3%
0.08%
-8.9%
Q3 2020$475,000
-17.0%
3,251
-20.2%
0.09%
-20.4%
Q2 2020$572,000
-4.3%
4,076
-5.9%
0.11%
-26.6%
Q1 2020$598,000
-33.6%
4,333
-22.1%
0.15%
-13.0%
Q4 2019$901,000
-40.9%
5,562
-40.6%
0.18%
-45.9%
Q3 2019$1,525,000
+4.2%
9,367
-3.6%
0.33%
-7.1%
Q2 2019$1,464,000
+89.1%
9,712
+84.8%
0.35%
+62.2%
Q1 2019$774,000
+22.1%
5,254
+11.2%
0.22%
-8.4%
Q4 2018$634,000
+23.8%
4,723
+23.6%
0.24%
+48.1%
Q3 2018$512,000
+4.7%
3,820
+3.2%
0.16%
-7.0%
Q2 2018$489,000
-2.0%
3,703
-5.4%
0.17%
+15.4%
Q1 2018$499,000
-6.4%
3,913
-2.5%
0.15%
-6.9%
Q4 2017$533,0000.0%4,014
+0.0%
0.16%
+23.1%
Q3 2017$533,000
-27.8%
4,012
-29.3%
0.13%
-31.9%
Q2 2017$738,000
+88.7%
5,672
+86.4%
0.19%
+75.2%
Q1 2017$391,000
+69.3%
3,043
+60.2%
0.11%
+55.7%
Q4 2016$231,000
-27.4%
1,900
-26.8%
0.07%
-23.9%
Q3 2016$318,000
-4.5%
2,596
+2.4%
0.09%
+148.6%
Q2 2016$333,000
+41.7%
2,535
+33.5%
0.04%
-58.4%
Q1 2016$235,000
-52.1%
1,899
-59.9%
0.09%
-33.6%
Q2 2015$491,000
-11.1%
4,734
-4.1%
0.13%
-36.2%
Q1 2015$552,000
-1.6%
4,936
+4.1%
0.21%
-9.5%
Q4 2014$561,000
+19.4%
4,742
+6.1%
0.23%
+12.1%
Q3 2014$470,000
+39.9%
4,468
+47.9%
0.21%
+36.2%
Q2 2014$336,000
-70.1%
3,021
-74.3%
0.15%
-76.0%
Q4 2013$1,125,000
-7.8%
11,743
-9.2%
0.63%
-14.1%
Q3 2013$1,220,000
-23.7%
12,935
-23.5%
0.74%
-20.6%
Q2 2013$1,598,00016,8990.93%
Other shareholders
ISHARES TR shareholders Q4 2020
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