SRS Capital Advisors, 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
SRS Capital Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$23,252
-10.0%
3160.0%0.00%0.0%
Q2 2023$25,833
-2.3%
3160.0%0.00%
-25.0%
Q1 2023$26,453
-3.3%
3160.0%0.00%0.0%
Q4 2022$27,347
+5.2%
3160.0%0.00%0.0%
Q3 2022$26,000
-3.7%
3160.0%0.00%0.0%
Q2 2022$27,000
-6.9%
3160.0%0.00%0.0%
Q1 2022$29,000
+3.6%
3160.0%0.00%0.0%
Q4 2021$28,000
+12.0%
3160.0%0.00%
+33.3%
Q3 2021$25,0000.0%3160.0%0.00%0.0%
Q2 2021$25,000
-51.9%
316
-53.0%
0.00%
-62.5%
Q4 2020$52,000
+6.1%
672
+100.0%
0.01%0.0%
Q3 2020$49,000
+4.3%
3360.0%0.01%0.0%
Q2 2020$47,000
+2.2%
3360.0%0.01%
-27.3%
Q1 2020$46,0003360.01%
Other shareholders
ISHARES TR shareholders Q3 2021
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