Bison Wealth, 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 Q2 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Bison Wealth, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$432,2530.0%5,1140.0%0.07%0.0%
Q1 2024$432,253
+3.2%
5,114
-2.4%
0.07%
-5.4%
Q4 2023$418,985
-1.7%
5,242
-9.5%
0.07%
-10.8%
Q3 2023$426,292
-10.0%
5,7940.0%0.08%
-5.7%
Q2 2023$473,626
-3.9%
5,794
-0.2%
0.09%
-42.5%
Q1 2023$492,775
+4.7%
5,808
+4.0%
0.15%
+2.0%
Q4 2022$470,843
+4.2%
5,583
+0.2%
0.15%
-15.3%
Q3 2022$452,000
+5.1%
5,573
+10.9%
0.18%
-28.3%
Q2 2022$430,000
-7.1%
5,023
-1.3%
0.25%
+4.7%
Q1 2022$463,000
-0.6%
5,087
-3.5%
0.24%
-13.2%
Q4 2021$466,000
+12.3%
5,270
+0.2%
0.27%
+43.2%
Q3 2021$415,000
+0.7%
5,262
+0.2%
0.19%
+5.6%
Q2 2021$412,000
+0.5%
5,251
+2.0%
0.18%
+2.3%
Q1 2021$410,000
-8.9%
5,150
-11.1%
0.18%
-16.2%
Q4 2020$450,000
+6.6%
5,793
+100.2%
0.21%
-15.3%
Q3 2020$422,000
+2.2%
2,893
-1.8%
0.25%
-5.0%
Q2 2020$413,000
-0.7%
2,946
-2.1%
0.26%
-13.6%
Q1 2020$416,000
-13.2%
3,009
+1.8%
0.30%
+31.9%
Q4 2019$479,000
+22.2%
2,955
+22.7%
0.23%
+5.0%
Q3 2019$392,000
+14.0%
2,408
+5.5%
0.22%
+9.0%
Q2 2019$344,000
+54.3%
2,283
+50.9%
0.20%
+46.0%
Q1 2019$223,0001,5130.14%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 127,030$16,518,0002.90%
Destination Wealth Management 269,445$35,036,0002.34%
ADVANTAGE INVESTMENT MANAGEMENT, LLC 25,788$3,353,0001.17%
Pinnacle Family Advisors, LLC 13,635$1,773,0000.99%
HOLDERNESS INVESTMENTS CO 11,862$1,542,0000.82%
BENJAMIN F. EDWARDS & COMPANY, INC. 34,462$4,481,0000.58%
Family Firm, Inc. 7,799$1,014,0000.45%
GRIMES & COMPANY, INC. 26,867$3,494,0000.39%
Evanson Asset Management, LLC 12,074$1,570,0000.36%
Fernwood Investment Management, LLC 3,167$412,0000.30%
View complete list of ISHARES TR shareholders