Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 106 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$9,0000.0%3480.0%0.00%0.0%
Q4 2020$9,0000.0%3480.0%0.00%
-20.0%
Q3 2020$9,0000.0%3480.0%0.01%0.0%
Q2 2020$9,0003480.01%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Keeler Thomas Management LLC 690,329$16,459,5395.61%
Gratus Wealth Advisors, LLC 1,171,710$28,015,5824.83%
PFG Private Wealth Management, LLC 316,828$7,546,8504.58%
WJ Wealth Management, LLC 434,231$10,343,3813.76%
Summit Investment Advisory Services, LLC 120,893$2,879,6673.39%
Houlihan Financial Resource Group, Ltd. 196,258$4,6753.19%
Summit Asset Management, LLC 615,935$14,671,5723.04%
Foundation Wealth Management, LLC 154,899$3,689,6752.89%
Windsor Capital Management, LLC 386,232$9,200,0492.85%
Kathmere Capital Management, LLC 1,101,172$26,229,9172.78%
View complete list of ISHARES TR shareholders