Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 233 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$100,960
-10.0%
1,3720.0%0.00%0.0%
Q2 2023$112,170
-2.2%
1,372
+0.1%
0.00%0.0%
Q1 2023$114,653
-3.1%
1,370
+0.2%
0.00%0.0%
Q4 2022$118,264
+6.5%
1,367
+0.3%
0.00%0.0%
Q3 2022$111,000
-4.3%
1,363
+0.2%
0.00%
-50.0%
Q2 2022$116,000
-6.5%
1,360
+0.1%
0.00%0.0%
Q1 2022$124,000
+3.3%
1,358
+0.2%
0.00%0.0%
Q4 2021$120,000
+12.1%
1,355
+0.1%
0.00%0.0%
Q3 2021$107,000
+17.6%
1,353
+16.9%
0.00%0.0%
Q2 2021$91,000
+44.4%
1,157
+45.4%
0.00%
+100.0%
Q1 2021$63,000
+1.6%
7960.0%0.00%
-50.0%
Q4 2020$62,0007960.00%
Other shareholders
ISHARES TR shareholders Q4 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