Moisand Fitzgerald Tamayo, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDS and the CUSIP is 46435UAA9. A total of 219 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Moisand Fitzgerald Tamayo, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$7,0000.0%2520.0%0.00%0.0%
Q4 2020$7,0000.0%2520.0%0.00%
-25.0%
Q3 2020$7,0000.0%2520.0%0.00%0.0%
Q2 2020$7,0002520.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Envision Financial Planning, LLC 356,806$8,256,4948.18%
PFG Private Wealth Management, LLC 411,874$9,530,7557.08%
Gateway Advisory, LLC 751,857$17,397,9813.55%
Keeler Thomas Management LLC 369,297$8,760,0273.24%
Michael S. Ryan, Inc. 135,366$3,110,7072.97%
4Thought Financial Group Inc. 154,745$3,580,7932.88%
Foundation Wealth Management, LLC 121,558$2,812,9052.81%
Peloton Wealth Strategists 244,330$5,6542.61%
Robbins Farley 163,627$3,786,3292.56%
Platte River Wealth Advisors, LLC 278,042$6,433,8922.35%
View complete list of ISHARES TR shareholders