SCHNIEDERS CAPITAL MANAGEMENT LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 219 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
SCHNIEDERS CAPITAL MANAGEMENT LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$286,962
-10.0%
3,9000.0%0.06%
-4.5%
Q2 2023$318,825
-2.3%
3,9000.0%0.07%
-8.2%
Q1 2023$326,469
-3.3%
3,9000.0%0.07%
-5.2%
Q4 2022$337,506
-29.5%
3,900
-33.9%
0.08%
-39.4%
Q3 2022$479,000
+93.1%
5,900
+103.4%
0.13%
+71.6%
Q2 2022$248,000
-6.1%
2,9000.0%0.07%
+17.5%
Q1 2022$264,000
-2.2%
2,900
-4.9%
0.06%0.0%
Q4 2021$270,000
+12.0%
3,0500.0%0.06%
-3.1%
Q3 2021$241,000
+0.8%
3,0500.0%0.06%0.0%
Q2 2021$239,000
-1.6%
3,0500.0%0.06%
-11.0%
Q1 2021$243,000
+2.5%
3,0500.0%0.07%
-6.4%
Q4 2020$237,000
+6.3%
3,050
+100.0%
0.08%
-7.1%
Q3 2020$223,000
+0.9%
1,525
-3.2%
0.08%
-4.5%
Q2 2020$221,000
+1.4%
1,5750.0%0.09%
-16.2%
Q1 2020$218,000
-14.5%
1,5750.0%0.10%
+12.9%
Q4 2019$255,000
-0.8%
1,5750.0%0.09%
-10.6%
Q3 2019$257,000
+8.0%
1,5750.0%0.10%
+11.8%
Q2 2019$238,000
+2.6%
1,5750.0%0.09%
-6.1%
Q1 2019$232,000
+8.4%
1,575
-1.6%
0.10%
-5.7%
Q4 2018$214,000
-50.2%
1,600
-50.0%
0.10%
+19.3%
Q3 2018$430,000
+103.8%
3,200
+100.0%
0.09%
-1.1%
Q2 2018$211,000
+0.5%
1,600
-3.0%
0.09%
-2.2%
Q1 2018$210,000
-1.4%
1,650
+3.1%
0.09%
+3.4%
Q4 2017$213,0000.0%1,6000.0%0.09%
-5.4%
Q3 2017$213,000
+2.4%
1,6000.0%0.09%
-4.1%
Q2 2017$208,000
-1.9%
1,600
-3.0%
0.10%
-4.9%
Q1 2017$212,0001,6500.10%
Other shareholders
ISHARES TR shareholders Q3 2022
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