MinichMacGregor Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 172 filers reported holding ISHARES TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
MinichMacGregor Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$12,018,069
+65.6%
138,873
+55.2%
4.34%
+49.8%
Q3 2022$7,258,000
+595.9%
89,473
+1152.4%
2.90%
+488.6%
Q3 2020$1,043,000
-8.1%
7,144
-11.8%
0.49%
-21.7%
Q2 2020$1,135,000
-93.3%
8,102
-92.2%
0.63%
-93.3%
Q4 2019$16,882,000
+7.9%
104,181
+8.4%
9.40%
-11.2%
Q3 2019$15,648,000
+28.5%
96,089
+18.7%
10.59%
+24.4%
Q2 2019$12,181,000
+9.1%
80,937
+6.2%
8.51%
+1.5%
Q1 2019$11,163,000
+264.4%
76,244
+205.0%
8.39%
+191.8%
Q3 2016$3,063,000
+2.4%
24,995
+9.7%
2.87%
+1.8%
Q2 2016$2,992,000
+6.9%
22,793
+0.7%
2.82%
+4.6%
Q1 2016$2,798,00022,6292.70%
Other shareholders
ISHARES TR shareholders Q3 2020
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