Family Firm, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Family Firm, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,738,332
-7.6%
23,625
+2.7%
0.49%
-1.8%
Q2 2023$1,880,419
-0.3%
23,002
+2.1%
0.50%
-4.8%
Q1 2023$1,885,522
+0.2%
22,524
+3.6%
0.52%
-5.1%
Q4 2022$1,881,782
+8.1%
21,745
+1.3%
0.55%
-1.3%
Q3 2022$1,741,000
-6.7%
21,459
-1.6%
0.56%
+1.3%
Q2 2022$1,866,000
-5.5%
21,801
+0.5%
0.55%
+6.4%
Q1 2022$1,974,000
-0.1%
21,690
-2.9%
0.52%
+1.2%
Q4 2021$1,976,000
+7.0%
22,342
+0.5%
0.51%
+5.1%
Q3 2021$1,847,000
+3.3%
22,224
-2.4%
0.49%
-0.2%
Q2 2021$1,788,000
-0.3%
22,778
+1.1%
0.49%
-5.8%
Q1 2021$1,793,000
+4.1%
22,531
+2.2%
0.52%
+0.8%
Q4 2020$1,722,000
+0.3%
22,054
+87.6%
0.51%
-16.6%
Q3 2020$1,716,000
+9.8%
11,753
+5.4%
0.62%
+5.1%
Q2 2020$1,563,000
-0.7%
11,147
-2.2%
0.58%
-12.7%
Q1 2020$1,574,000
-21.7%
11,397
-8.1%
0.67%
-1.5%
Q4 2019$2,010,000
-2.2%
12,401
-1.7%
0.68%
-6.8%
Q3 2019$2,055,000
+4.8%
12,619
-2.9%
0.73%
+5.5%
Q2 2019$1,960,000
+0.7%
12,999
-1.6%
0.69%
-2.3%
Q1 2019$1,946,000
+4.6%
13,209
-4.8%
0.71%
-4.8%
Q4 2018$1,861,000
-4.3%
13,869
-4.3%
0.74%
+5.5%
Q3 2018$1,945,000
-2.1%
14,499
-3.6%
0.70%
-5.4%
Q2 2018$1,986,000
+18.2%
15,047
+14.2%
0.74%
+13.9%
Q1 2018$1,680,000
+49.1%
13,180
+55.4%
0.65%
+46.3%
Q4 2017$1,127,000
+12.4%
8,483
+12.4%
0.45%
+6.9%
Q3 2017$1,003,000
-1.1%
7,545
-3.3%
0.42%
-6.5%
Q2 2017$1,014,000
-14.4%
7,799
-15.4%
0.45%
-20.7%
Q1 2017$1,184,000
+6.0%
9,222
+0.5%
0.56%
+7.2%
Q4 2016$1,117,000
-3.1%
9,172
-2.5%
0.53%
-4.0%
Q3 2016$1,153,000
-14.4%
9,408
-8.3%
0.55%
-18.1%
Q2 2016$1,347,000
+0.8%
10,263
-5.0%
0.67%
-1.3%
Q1 2016$1,336,000
+16.5%
10,806
+1.6%
0.68%
+11.3%
Q4 2015$1,147,000
-0.3%
10,631
+0.6%
0.61%
-2.2%
Q3 2015$1,150,000
+3.4%
10,571
-1.5%
0.62%
+8.9%
Q2 2015$1,112,000
-6.8%
10,729
+0.5%
0.57%
-5.8%
Q1 2015$1,193,000
-11.6%
10,672
-6.4%
0.61%
-13.5%
Q4 2014$1,349,00011,4020.70%
Other shareholders
ISHARES TR shareholders Q1 2021
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