Narwhal Capital Management - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Narwhal Capital Management ownership history of ISHARES TR
ValueSharesWeighting
Q4 2017$306,0000.0%2,3050.0%0.07%
-7.9%
Q3 2017$306,000
+2.0%
2,3050.0%0.08%
-2.6%
Q2 2017$300,000
+1.4%
2,3050.0%0.08%
-4.9%
Q1 2017$296,000
+5.3%
2,3050.0%0.08%
-3.5%
Q4 2016$281,000
+9.3%
2,305
+9.8%
0.08%
+6.2%
Q3 2016$257,000
-6.9%
2,1000.0%0.08%
-8.0%
Q2 2016$276,000
+6.2%
2,1000.0%0.09%
+2.4%
Q1 2016$260,000
+14.5%
2,1000.0%0.08%
+7.6%
Q4 2015$227,0000.0%2,1000.0%0.08%
-7.1%
Q3 2015$227,000
+4.1%
2,1000.0%0.08%
+7.6%
Q2 2015$218,000
-7.2%
2,1000.0%0.08%
-8.1%
Q1 2015$235,000
-5.2%
2,1000.0%0.09%
-10.4%
Q4 2014$248,000
+12.2%
2,1000.0%0.10%
+7.9%
Q3 2014$221,000
-5.6%
2,1000.0%0.09%0.0%
Q2 2014$234,000
+6.8%
2,1000.0%0.09%
-2.2%
Q1 2014$219,000
+6.3%
2,100
-2.3%
0.09%
+7.1%
Q4 2013$206,000
+2.0%
2,1500.0%0.08%
-12.4%
Q3 2013$202,000
-0.5%
2,1500.0%0.10%
-1.0%
Q2 2013$203,0002,1500.10%
Other shareholders
ISHARES TR shareholders Q3 2023
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