Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 81 filers reported holding ISHARES TR in Q3 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
Q3 2023$2,524
-1.9%
1050.0%0.00%0.0%
Q2 2023$2,573
-1.8%
1050.0%0.00%0.0%
Q1 2023$2,619
+2.7%
1050.0%0.00%0.0%
Q4 2022$2,550
+27.5%
1050.0%0.00%0.0%
Q3 2022$2,000
-33.3%
1050.0%0.00%0.0%
Q2 2022$3,0000.0%1050.0%0.00%0.0%
Q4 2021$3,0000.0%1050.0%0.00%0.0%
Q3 2021$3,0000.0%1050.0%0.00%0.0%
Q2 2021$3,000
-25.0%
105
-28.1%
0.00%
-50.0%
Q1 2021$4,0000.0%1460.0%0.00%0.0%
Q4 2020$4,0000.0%1460.0%0.00%0.0%
Q3 2020$4,0000.0%1460.0%0.00%0.0%
Q2 2020$4,0001460.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 120,844$3,183,0002.82%
PFG Private Wealth Management, LLC 182,410$4,805,0002.47%
Legacy CG, LLC 120,746$3,180,0002.07%
Peloton Wealth Strategists 163,000$4,293,0001.79%
Matthew Goff Investment Advisor, LLC 265,620$6,996,0001.64%
SIGMA INVESTMENT COUNSELORS INC 784,781$20,671,0001.48%
Signature Wealth Management Group 108,488$2,858,0001.29%
Bradley & Co. Private Wealth Management, LLC 39,888$1,051,0000.90%
Praetorian Wealth Management, Inc. 85,563$2,253,0000.77%
Guidance Point Advisors, LLC 48,387$1,872,0000.71%
View complete list of ISHARES TR shareholders