Advisory Services Network, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 136 filers reported holding ISHARES TR in Q1 2018. The put-call ratio across all filers is 0.63 and the average weighting 0.1%.

Quarter-by-quarter ownership
Advisory Services Network, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$783,972
-10.1%
10,655
-0.1%
0.02%
-8.7%
Q2 2023$871,765
+26.8%
10,664
+29.8%
0.02%
+21.1%
Q1 2023$687,616
+288.7%
8,214
+301.9%
0.02%
+280.0%
Q4 2022$176,888
-26.6%
2,044
-22.9%
0.01%
-28.6%
Q1 2022$241,000
+3.9%
2,652
+1.3%
0.01%0.0%
Q4 2021$232,000
+43.2%
2,618
+26.8%
0.01%
+40.0%
Q2 2021$162,000
-71.0%
2,064
-70.6%
0.01%
-76.2%
Q1 2021$559,000
+2.8%
7,026
+0.3%
0.02%
-4.5%
Q4 2020$544,000
+10.6%
7,008
+108.0%
0.02%
-4.3%
Q3 2020$492,000
-1.4%
3,369
-5.3%
0.02%
-14.8%
Q2 2020$499,000
-84.2%
3,557
-84.4%
0.03%
-87.0%
Q1 2020$3,158,000
-2.1%
22,872
+14.9%
0.21%
+21.8%
Q4 2019$3,225,000
+352.3%
19,905
+321.2%
0.17%
+286.4%
Q3 2019$713,0000.0%4,7260.0%0.04%0.0%
Q2 2019$713,000
+14160.0%
4,726
+12673.0%
0.04%
Q1 2018$5,000
-54.5%
37
-54.9%
0.00%
-100.0%
Q4 2017$11,000
+10.0%
82
+12.3%
0.00%0.0%
Q3 2017$10,000
-61.5%
73
-64.0%
0.00%
-66.7%
Q2 2017$26,000203
+6666.7%
0.00%
Q1 2017$0
-100.0%
3
-99.9%
0.00%
-100.0%
Q3 2016$569,000
-44.0%
4,640
-40.0%
0.11%
-53.7%
Q2 2016$1,016,000
-5.8%
7,738
-11.2%
0.23%
-21.4%
Q1 2016$1,078,000
+418.3%
8,715
+353.0%
0.29%
+338.8%
Q4 2015$208,000
-28.0%
1,924
-28.3%
0.07%
-23.0%
Q3 2015$289,000
-3.0%
2,683
-6.1%
0.09%
-1.1%
Q2 2015$298,000
-59.7%
2,857
-56.1%
0.09%
-56.9%
Q1 2015$739,000
-55.9%
6,501
-52.6%
0.20%
-61.1%
Q4 2014$1,675,000
+107.3%
13,722
+78.7%
0.52%
+77.6%
Q3 2014$808,000
-34.4%
7,679
-30.6%
0.30%
-43.5%
Q2 2014$1,232,000
+94.3%
11,065
+81.7%
0.52%
+59.6%
Q1 2014$634,000
+286.6%
6,089
+256.5%
0.33%
+298.8%
Q4 2013$164,000
-91.0%
1,708
-91.1%
0.08%
-94.5%
Q2 2013$1,830,00019,2511.49%
Other shareholders
ISHARES TR shareholders Q1 2018
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