Sowell Financial Services LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 160 filers reported holding ISHARES TR in Q1 2019. The put-call ratio across all filers is 0.71 and the average weighting 0.2%.

Quarter-by-quarter ownership
Sowell Financial Services LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$162,000
-21.4%
1,987
-25.3%
0.01%
-33.3%
Q4 2020$206,000
+44.1%
2,660
+172.3%
0.01%
+28.6%
Q3 2020$143,0000.0%977
-4.5%
0.01%
-12.5%
Q2 2020$143,000
-18.3%
1,023
-19.2%
0.01%
-38.5%
Q1 2020$175,000
-17.5%
1,266
-3.4%
0.01%
-18.8%
Q4 2019$212,000
+8.2%
1,311
+9.2%
0.02%0.0%
Q3 2019$196,000
-75.9%
1,201
-78.3%
0.02%
-82.4%
Q1 2019$813,000
+21.9%
5,522
+11.2%
0.09%
-3.2%
Q4 2018$667,0004,9660.09%
Other shareholders
ISHARES TR shareholders Q1 2019
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