Tortoise Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 182 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Tortoise Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$3,000
-62.5%
35
-63.5%
0.00%
-50.0%
Q1 2021$8,000
+14.3%
960.0%0.00%0.0%
Q4 2020$7,0000.0%96
+100.0%
0.00%0.0%
Q3 2020$7,0000.0%480.0%0.00%0.0%
Q2 2020$7,0000.0%480.0%0.00%0.0%
Q1 2020$7,000
-12.5%
480.0%0.00%0.0%
Q4 2019$8,0000.0%480.0%0.00%0.0%
Q3 2019$8,000
+14.3%
480.0%0.00%0.0%
Q2 2019$7,0000.0%480.0%0.00%0.0%
Q1 2019$7,000
+16.7%
480.0%0.00%0.0%
Q4 2018$6,0000.0%480.0%0.00%0.0%
Q3 2018$6,0000.0%480.0%0.00%0.0%
Q2 2018$6,0000.0%480.0%0.00%0.0%
Q1 2018$6,0000.0%480.0%0.00%0.0%
Q4 2017$6,0000.0%480.0%0.00%0.0%
Q3 2017$6,0000.0%480.0%0.00%0.0%
Q2 2017$6,0000.0%480.0%0.00%0.0%
Q1 2017$6,0000.0%480.0%0.00%0.0%
Q4 2016$6,0000.0%480.0%0.00%0.0%
Q3 2016$6,0000.0%480.0%0.00%0.0%
Q2 2016$6,0000.0%480.0%0.00%0.0%
Q1 2016$6,000
-33.3%
48
-37.7%
0.00%
-50.0%
Q4 2014$9,000
+12.5%
770.0%0.00%
+33.3%
Q3 2014$8,000
-11.1%
770.0%0.00%
-25.0%
Q2 2014$9,000
+12.5%
770.0%0.00%0.0%
Q1 2014$8,000
-42.9%
77
-50.0%
0.00%0.0%
Q4 2013$14,000
+100.0%
154
+100.0%
0.00%0.0%
Q3 2013$7,0000.0%770.0%0.00%
-20.0%
Q2 2013$7,0000.0%770.0%0.01%0.0%
Q1 2013$7,0000.0%770.0%0.01%
-16.7%
Q4 2012$7,000770.01%
Other shareholders
ISHARES TR shareholders Q2 2021
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