Mutual Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 178 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Mutual Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,765,524
-17.0%
76,862
-17.5%
0.05%
-22.1%
Q1 2024$2,126,839
-0.3%
93,201
+0.8%
0.07%
-8.1%
Q4 2023$2,132,898
+12.2%
92,453
+6.5%
0.07%0.0%
Q3 2023$1,900,31586,7720.07%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 312,271$6,9234.30%
4Thought Financial Group Inc. 132,108$2,929,0002.64%
Signature Wealth Management Group 184,472$4,089,7372.00%
Klingman & Associates, LLC 1,021,610$22,649,1021.99%
Seneca House Advisors 146,538$3,248,7481.80%
Aptus Capital Advisors, LLC 2,464,372$54,635,1271.68%
Guidance Point Advisors, LLC 155,452$3,446,3631.46%
Peloton Wealth Strategists 124,700$2,7651.33%
SIGMA INVESTMENT COUNSELORS INC 660,351$14,639,9721.20%
Matthew Goff Investment Advisor, LLC 206,849$4,585,8391.20%
View complete list of ISHARES TR shareholders