Sigma Planning Corp - 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
Sigma Planning Corp ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$628,005
-28.5%
8,534
-20.5%
0.02%
-25.0%
Q2 2023$877,973
-10.9%
10,739
-8.7%
0.03%
-3.0%
Q1 2023$984,969
-18.9%
11,766
-16.2%
0.03%
-23.3%
Q4 2022$1,214,557
-1.4%
14,034
-7.6%
0.04%
-8.5%
Q3 2022$1,232,000
+1.8%
15,187
+7.4%
0.05%
+11.9%
Q2 2022$1,210,000
+0.6%
14,135
+6.9%
0.04%
+16.7%
Q1 2022$1,203,000
+8.7%
13,220
+5.6%
0.04%
+16.1%
Q4 2021$1,107,000
+16.6%
12,520
+4.1%
0.03%
+6.9%
Q3 2021$949,000
-8.8%
12,023
-9.3%
0.03%
-6.5%
Q2 2021$1,041,000
-2.1%
13,257
-0.7%
0.03%
-8.8%
Q1 2021$1,063,000
+6.8%
13,357
+4.2%
0.03%0.0%
Q4 2020$995,000
-68.3%
12,820
-40.3%
0.03%
-72.6%
Q3 2020$3,136,000
-18.6%
21,479
-21.8%
0.12%
-26.6%
Q2 2020$3,851,000
+179.3%
27,471
+175.2%
0.17%
+106.1%
Q1 2020$1,379,000
-71.1%
9,984
-66.1%
0.08%
-59.2%
Q4 2019$4,775,000
+5.2%
29,466
+5.8%
0.20%
-7.8%
Q3 2019$4,537,000
-11.4%
27,858
-17.9%
0.22%
-17.4%
Q2 2019$5,118,000
+314.7%
33,942
+305.3%
0.26%
+277.1%
Q1 2019$1,234,000
+63.7%
8,374
+49.0%
0.07%
+27.3%
Q4 2018$754,000
+150.5%
5,619
+150.5%
0.06%
+205.6%
Q3 2018$301,000
+0.7%
2,243
-1.0%
0.02%
-10.0%
Q2 2018$299,000
-14.8%
2,265
-17.7%
0.02%
-23.1%
Q1 2018$351,000
-9.5%
2,753
-5.6%
0.03%
-13.3%
Q4 2017$388,000
-49.8%
2,917
-49.9%
0.03%
-53.1%
Q3 2017$773,000
+5.9%
5,817
+3.6%
0.06%
-7.2%
Q2 2017$730,000
+93.6%
5,616
+91.5%
0.07%
+86.5%
Q1 2017$377,000
+12.9%
2,932
+7.0%
0.04%0.0%
Q4 2016$334,0002,7410.04%
Other shareholders
ISHARES TR shareholders Q3 2021
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