IFP Advisors, Inc - 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
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$46,935
-72.0%
638
-60.1%
0.00%
-50.0%
Q2 2023$167,584
+13.5%
1,600
+38.4%
0.00%
-33.3%
Q1 2023$147,642
+101024.7%
1,156
+2.9%
0.01%
+50.0%
Q4 2022$146
-99.9%
1,123
-19.2%
0.00%
-20.0%
Q3 2022$184,000
+41.5%
1,390
+37.8%
0.01%
+25.0%
Q2 2022$130,000
-10.3%
1,009
-10.6%
0.00%
+100.0%
Q1 2022$145,000
+1350.0%
1,129
+840.8%
0.00%
Q4 2021$10,0000.0%1200.0%0.00%
Q3 2021$10,000
+11.1%
1200.0%0.00%
Q2 2021$9,000
-10.0%
1200.0%0.00%
Q1 2021$10,000
-78.7%
120
-79.9%
0.00%
-100.0%
Q4 2020$47,000
-62.1%
597
-30.0%
0.00%
-71.4%
Q3 2020$124,000
+0.8%
853
-5.5%
0.01%
-30.0%
Q2 2020$123,000
-94.7%
903
-94.6%
0.01%
-95.7%
Q1 2020$2,308,000
-11.1%
16,769
+4.1%
0.23%
+19.5%
Q4 2019$2,596,000
-1.6%
16,103
-0.5%
0.20%
+10.2%
Q3 2019$2,637,000
+65825.0%
16,188
+64652.0%
0.18%
+17600.0%
Q1 2019$4,000
-97.0%
25
-97.5%
0.00%
-87.5%
Q4 2018$133,000
-10.7%
996
-10.6%
0.01%
+33.3%
Q3 2018$149,000
-31.7%
1,114
-32.5%
0.01%
-33.3%
Q2 2018$218,000
-64.8%
1,650
-64.6%
0.01%
-67.9%
Q1 2018$619,0000.0%4,6570.0%0.03%0.0%
Q4 2017$619,000
-44.7%
4,657
-44.7%
0.03%
-36.4%
Q3 2017$1,120,000
-21.6%
8,425
-23.3%
0.04%
-27.9%
Q2 2017$1,428,000
+211.1%
10,982
+207.4%
0.06%
+205.0%
Q1 2017$459,000
+6.0%
3,572
+0.4%
0.02%
-4.8%
Q4 2016$433,000
+96.8%
3,558
+98.4%
0.02%
+90.9%
Q3 2016$220,000
-32.5%
1,793
-27.8%
0.01%
-38.9%
Q2 2016$326,000
+8050.0%
2,482
+9828.0%
0.02%
+1700.0%
Q1 2016$4,000
-98.7%
25
-99.1%
0.00%
-95.2%
Q4 2015$310,0002,8740.02%
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