IBEX WEALTH ADVISORS - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 132 filers reported holding ISHARES TR in Q4 2016. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
IBEX WEALTH ADVISORS ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$16,000
+14.3%
205
+113.5%
0.00%
-25.0%
Q2 2019$14,000
-17.6%
96
-30.9%
0.00%
-50.0%
Q4 2016$17,0001390.01%
Other shareholders
ISHARES TR shareholders Q4 2016
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders