MCF Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
MCF Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$93,432
-9.1%
2,5120.0%0.01%
-11.1%
Q2 2023$102,778
+7.1%
2,512
+0.4%
0.01%0.0%
Q1 2023$96,005
+13.1%
2,503
+0.1%
0.01%0.0%
Q4 2022$84,848
+2.2%
2,500
+0.2%
0.01%0.0%
Q3 2022$83,000
-9.8%
2,4940.0%0.01%
-10.0%
Q2 2022$92,000
-20.0%
2,494
+0.4%
0.01%
-9.1%
Q1 2022$115,000
+47.4%
2,484
+53.8%
0.01%
+37.5%
Q3 2021$78,000
-2.5%
1,6150.0%0.01%0.0%
Q2 2021$80,000
-78.9%
1,615
-80.3%
0.01%
-81.4%
Q1 2021$379,0008,2080.04%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 61,543$2,288,7841.52%
H&H Retirement Design & Management INC 21,854$771,2430.53%
Destiny Wealth Partners, LLC 64,535$2,400,0420.48%
Better Money Decisions, LLC 8,015$298,0650.26%
Highland Financial Advisors, LLC 12,774$4750.25%
Laidlaw Wealth Management LLC 19,187$713,5650.24%
Phoenix Wealth Advisors 10,007$372,1600.22%
SWEENEY & MICHEL, LLC 12,067$396,1550.21%
TCG Advisory Services, LLC 23,805$885,3050.13%
Peoples Bank/KS 3,629$134,9220.12%
View complete list of ISHARES TR shareholders