Stonebridge Financial Planning Group, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Stonebridge Financial Planning Group, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2021$4,0000.0%500.0%0.00%0.0%
Q2 2021$4,0000.0%500.0%0.00%0.0%
Q1 2021$4,000
-69.2%
50
-70.6%
0.00%
-75.0%
Q4 2020$13,0000.0%170
+100.0%
0.01%
-11.1%
Q3 2020$13,000
-43.5%
85
-46.9%
0.01%
-55.0%
Q2 2020$23,0000.0%1600.0%0.02%
-13.0%
Q1 2020$23,000
-11.5%
1600.0%0.02%
-4.2%
Q4 2019$26,0001600.02%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders