Focused Wealth Management, Inc - 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
Focused Wealth Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,373
-10.0%
2900.0%0.00%0.0%
Q2 2023$23,746
-1.8%
290
+0.3%
0.00%
-20.0%
Q1 2023$24,192
-2.6%
289
+0.7%
0.01%0.0%
Q4 2022$24,848
+8.0%
287
+0.7%
0.01%0.0%
Q3 2022$23,000
-4.2%
285
+0.7%
0.01%
+25.0%
Q2 2022$24,000
-7.7%
283
+0.4%
0.00%0.0%
Q1 2022$26,000
+4.0%
282
+0.7%
0.00%0.0%
Q4 2021$25,000
+13.6%
280
+0.4%
0.00%0.0%
Q3 2021$22,0000.0%279
+0.7%
0.00%0.0%
Q2 2021$22,0000.0%277
+0.7%
0.00%0.0%
Q1 2021$22,000
+4.8%
275
+0.7%
0.00%0.0%
Q4 2020$21,000
+5.0%
273
+100.7%
0.00%0.0%
Q3 2020$20,000
+5.3%
136
+1.5%
0.00%0.0%
Q2 2020$19,000
+5.6%
134
+0.8%
0.00%
-20.0%
Q1 2020$18,000
-14.3%
133
+0.8%
0.01%0.0%
Q4 2019$21,0000.0%1320.0%0.01%
-16.7%
Q3 2019$21,000
+5.0%
132
+0.8%
0.01%
+20.0%
Q2 2019$20,000
+5.3%
131
+0.8%
0.01%
-16.7%
Q1 2019$19,000
+11.8%
130
+0.8%
0.01%0.0%
Q4 2018$17,0000.0%129
+1.6%
0.01%0.0%
Q3 2018$17,0000.0%127
+0.8%
0.01%0.0%
Q2 2018$17,000
+6.2%
1260.0%0.01%
+20.0%
Q1 2018$16,000
-67.3%
126
-65.9%
0.01%
-68.8%
Q4 2017$49,000
-29.0%
370
-28.2%
0.02%
-30.4%
Q3 2017$69,000
+4.5%
515
+0.8%
0.02%
-8.0%
Q2 2017$66,0000.0%511
-0.2%
0.02%
-3.8%
Q1 2017$66,000
+6.5%
512
+0.8%
0.03%0.0%
Q4 2016$62,0000.0%508
+1.0%
0.03%
-3.7%
Q3 2016$62,000
-6.1%
503
+0.8%
0.03%
-10.0%
Q2 2016$66,000
+8.2%
499
+0.6%
0.03%
-9.1%
Q1 2016$61,000
+15.1%
496
+0.8%
0.03%
+10.0%
Q4 2015$53,000
+1.9%
492
+2.3%
0.03%
-9.1%
Q3 2015$52,000
-16.1%
481
-19.3%
0.03%
-13.2%
Q2 2015$62,000
-22.5%
596
-16.8%
0.04%
-22.4%
Q1 2015$80,000
-4.8%
716
+0.7%
0.05%
-16.9%
Q4 2014$84,000
+13.5%
711
+0.6%
0.06%
+3.5%
Q3 2014$74,000
-5.1%
707
+0.7%
0.06%
-6.6%
Q2 2014$78,000
+6.8%
702
+0.6%
0.06%0.0%
Q1 2014$73,000
+10.6%
698
+0.7%
0.06%
+10.9%
Q4 2013$66,000
+1.5%
693
+0.7%
0.06%
-11.3%
Q3 2013$65,0006880.06%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 629,843$48,876,0002.13%
LBMC INVESTMENT ADVISORS, LLC 125,560$9,743,0001.15%
San Luis Wealth Advisors LLC 20,665$1,604,0001.04%
First Citizens Financial Corp 12,914$988,0000.86%
BEAM WEALTH ADVISORS, INC. 11,334$880,0000.83%
Country Club Trust Company, n.a. 92,718$7,092,0000.72%
Tranquility Partners, LLC 11,646$904,0000.64%
HOLDERNESS INVESTMENTS CO 20,821$1,616,0000.63%
Family Firm, Inc. 22,054$1,722,0000.51%
Carl P. Sherr & Co., LLC 7,751$602,0000.48%
View complete list of ISHARES TR shareholders