Versant Capital Management, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Versant Capital Management, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q4 2023$1,668
+10.5%
210.0%0.00%
Q3 2023$1,509
-10.0%
210.0%0.00%
-100.0%
Q2 2023$1,677
-1.8%
21
+5.0%
0.00%0.0%
Q1 2023$1,708
-2.7%
200.0%0.00%0.0%
Q4 2022$1,755
-12.2%
200.0%0.00%0.0%
Q3 2022$2,0000.0%200.0%0.00%0.0%
Q2 2022$2,0000.0%200.0%0.00%0.0%
Q1 2022$2,0000.0%200.0%0.00%0.0%
Q4 2021$2,0000.0%200.0%0.00%0.0%
Q3 2021$2,0000.0%200.0%0.00%0.0%
Q2 2021$2,0000.0%200.0%0.00%0.0%
Q1 2021$2,000
+100.0%
200.0%0.00%
Q4 2020$1,0000.0%20
+100.0%
0.00%
Q3 2020$1,0000.0%100.0%0.00%
Q2 2020$1,0000.0%100.0%0.00%
-100.0%
Q1 2020$1,0000.0%100.0%0.00%0.0%
Q4 2019$1,0000.0%100.0%0.00%
Q3 2019$1,0000.0%100.0%0.00%
Q2 2019$1,000
-50.0%
10
-9.1%
0.00%
Q1 2019$2,000
+100.0%
11
+10.0%
0.00%
Q4 2018$1,0000.0%100.0%0.00%
Q3 2018$1,0000.0%100.0%0.00%
Q2 2018$1,0000.0%100.0%0.00%
Q1 2018$1,0000.0%100.0%0.00%
Q4 2017$1,0000.0%100.0%0.00%
-100.0%
Q3 2017$1,0000.0%100.0%0.00%0.0%
Q2 2017$1,0000.0%100.0%0.00%0.0%
Q1 2017$1,000100.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders