Anchor Investment Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Anchor Investment Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$15,986
+8.6%
2000.0%0.00%0.0%
Q3 2023$14,716
-10.0%
2000.0%0.00%0.0%
Q2 2023$16,350
-2.3%
2000.0%0.00%0.0%
Q1 2023$16,742
-3.3%
2000.0%0.00%0.0%
Q4 2022$17,308
+6.7%
2000.0%0.00%
-33.3%
Q3 2022$16,226
-5.2%
2000.0%0.00%
+50.0%
Q2 2022$17,120
-5.9%
2000.0%0.00%0.0%
Q1 2022$18,200
+2.9%
2000.0%0.00%0.0%
Q4 2021$17,686
+12.0%
2000.0%0.00%0.0%
Q3 2021$15,788
+0.6%
2000.0%0.00%0.0%
Q2 2021$15,700
-1.3%
2000.0%0.00%0.0%
Q1 2021$15,912
+2.5%
2000.0%0.00%
-33.3%
Q4 2020$15,520
+6.3%
200
+100.0%
0.00%0.0%
Q3 2020$14,602
+4.2%
1000.0%0.00%0.0%
Q2 2020$14,020
+1.5%
1000.0%0.00%
-25.0%
Q1 2020$13,809
-14.8%
1000.0%0.00%
+33.3%
Q4 2019$16,205
-0.5%
1000.0%0.00%
-25.0%
Q3 2019$16,285
+8.0%
1000.0%0.00%0.0%
Q2 2019$15,079
+2.4%
1000.0%0.00%0.0%
Q1 2019$14,731
+9.8%
1000.0%0.00%0.0%
Q4 2018$13,422
+0.1%
1000.0%0.00%
+33.3%
Q3 2018$13,407
+1.6%
1000.0%0.00%0.0%
Q2 2018$13,194
+3.5%
1000.0%0.00%0.0%
Q1 2018$12,745
-4.1%
1000.0%0.00%
-25.0%
Q4 2017$13,287
-0.0%
1000.0%0.00%0.0%
Q3 2017$13,2911000.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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