Ironwood Financial, llc - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Ironwood Financial, llc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$40,0000.0%5040.0%0.01%0.0%
Q2 2021$40,0000.0%5040.0%0.01%
-7.7%
Q1 2021$40,000
+2.6%
5040.0%0.01%
-13.3%
Q4 2020$39,000
+5.4%
504
+100.0%
0.02%
-21.1%
Q3 2020$37,000
+5.7%
2520.0%0.02%0.0%
Q2 2020$35,0000.0%2520.0%0.02%
-20.8%
Q1 2020$35,000
-71.8%
252
-67.1%
0.02%
-57.9%
Q4 2019$124,000
-0.8%
7660.0%0.06%
-5.0%
Q3 2019$125,000
+7.8%
7660.0%0.06%
+5.3%
Q2 2019$116,000
+2.7%
7660.0%0.06%
-1.7%
Q1 2019$113,000
+9.7%
7660.0%0.06%0.0%
Q4 2018$103,0000.0%7660.0%0.06%
+5.5%
Q3 2018$103,000
+2.0%
7660.0%0.06%
-5.2%
Q2 2018$101,000
+3.1%
7660.0%0.06%
-45.3%
Q1 2018$98,000
-3.9%
7660.0%0.11%
+73.8%
Q4 2017$102,0000.0%7660.0%0.06%
-3.2%
Q3 2017$102,000
+2.0%
7660.0%0.06%
-1.6%
Q2 2017$100,000
+2.0%
7660.0%0.06%
-1.5%
Q1 2017$98,000
+1.0%
766
-3.9%
0.06%
-4.4%
Q4 2016$97,000
-1.0%
7970.0%0.07%
-2.9%
Q3 2016$98,000
-6.7%
7970.0%0.07%
-10.3%
Q2 2016$105,000
-5.4%
797
-11.1%
0.08%
-9.3%
Q1 2016$111,000
-58.4%
897
-63.7%
0.09%
-34.4%
Q3 2015$267,000
+1.1%
2,473
-2.9%
0.13%
+4.8%
Q2 2015$264,000
-10.5%
2,546
-3.5%
0.12%
-12.0%
Q1 2015$295,000
-6.1%
2,638
-0.6%
0.14%
-17.9%
Q4 2014$314,0002,6550.17%
Other shareholders
ISHARES TR shareholders Q4 2020
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