Transamerica Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Transamerica Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$10.0%60.0%0.00%
Q2 2023$10.0%60.0%0.00%
Q1 2023$10.0%60.0%0.00%
Q4 2022$1
-99.9%
60.0%0.00%
Q3 2022$1,000
-50.0%
6
-57.1%
0.00%
Q2 2022$2,0000.0%14
+75.0%
0.00%
Q2 2020$2,000
+100.0%
8
+166.7%
0.00%
-100.0%
Q4 2019$1,000
-100.0%
3
-100.0%
0.01%
-97.4%
Q2 2019$2,497,000
+62.5%
16,554
+44.6%
0.54%
+36.5%
Q4 2018$1,537,000
+76750.0%
11,447
+87953.8%
0.40%
Q4 2016$2,000
-33.3%
13
-45.8%
0.00%
Q3 2015$3,000
-40.0%
24
-47.8%
0.00%
Q2 2015$5,000
-97.6%
46
-97.5%
0.00%
-100.0%
Q1 2015$210,000
-99.8%
1,872
-99.7%
0.02%
-99.8%
Q4 2014$85,165,000
+851550.0%
720,086
+765948.9%
6.69%
+668800.0%
Q3 2014$10,000
-100.0%
94
-100.0%
0.00%
-100.0%
Q2 2014$49,917,000
+293529.4%
448,207
+273197.0%
4.35%
+217200.0%
Q1 2014$17,000
-5.6%
164
-8.9%
0.00%0.0%
Q4 2013$18,000
-99.9%
180
-99.9%
0.00%
-99.9%
Q3 2013$25,727,000
+46.9%
274,005
+48.0%
3.34%
+16.6%
Q2 2013$17,509,000185,1152.86%
Other shareholders
ISHARES TR shareholders Q3 2020
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders