Intellectus Partners, 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
Intellectus Partners, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$241,051
-19.6%
2,785
-24.8%
0.08%
-21.5%
Q3 2022$300,000
-26.8%
3,703
-22.7%
0.11%
-24.1%
Q2 2022$410,000
-14.6%
4,788
-9.2%
0.14%
-1.4%
Q1 2022$480,000
-27.3%
5,275
-29.3%
0.14%
-14.9%
Q4 2021$660,000
+9.5%
7,458
-2.3%
0.17%
+15.1%
Q3 2021$603,000
+1.0%
7,633
+0.4%
0.15%
+8.1%
Q2 2021$597,000
-6.0%
7,605
-4.7%
0.14%
-22.4%
Q1 2021$635,000
-29.8%
7,976
-31.6%
0.17%
-35.8%
Q4 2020$905,000
-3.8%
11,666
+81.0%
0.27%
-23.9%
Q3 2020$941,000
+66.5%
6,446
+60.0%
0.36%
+62.6%
Q2 2020$565,0004,0290.22%
Other shareholders
ISHARES TR shareholders Q1 2022
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