Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 193 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$402,406
-9.7%
5,469
+0.3%
0.02%
-5.9%
Q2 2023$445,535
-2.6%
5,450
-0.3%
0.02%
-10.5%
Q1 2023$457,529
-9.8%
5,466
-6.8%
0.02%
-17.4%
Q4 2022$507,515
-6.5%
5,865
-12.3%
0.02%
-17.9%
Q3 2022$543,000
-9.5%
6,688
-4.6%
0.03%
-30.0%
Q2 2022$600,000
-4.5%
7,013
+1.6%
0.04%
+14.3%
Q1 2022$628,000
-16.4%
6,905
-18.7%
0.04%
-12.5%
Q4 2021$751,000
+31.3%
8,492
+17.3%
0.04%
+17.6%
Q3 2021$572,000
-3.5%
7,241
-4.1%
0.03%
-2.9%
Q2 2021$593,000
-16.4%
7,553
-15.3%
0.04%
-28.6%
Q1 2021$709,000
-3.0%
8,914
-5.3%
0.05%
-9.3%
Q4 2020$731,000
+6.6%
9,416
+100.3%
0.05%
-8.5%
Q3 2020$686,000
+3.9%
4,700
-0.2%
0.06%
-9.2%
Q2 2020$660,000
+5.8%
4,710
+4.2%
0.06%
-23.5%
Q1 2020$624,000
+132.0%
4,520
+172.0%
0.08%
+193.1%
Q4 2019$269,000
+21.7%
1,662
+22.3%
0.03%0.0%
Q3 2019$221,000
+7.8%
1,359
-0.1%
0.03%
+7.4%
Q2 2019$205,0001,3610.03%
Other shareholders
ISHARES TR shareholders Q4 2019
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