CAROLINAS WEALTH CONSULTING 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
CAROLINAS WEALTH CONSULTING LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$70,467
-54.2%
945
-49.8%
0.02%
-41.9%
Q2 2023$153,917
-2.1%
1,883
+0.3%
0.03%
-6.1%
Q1 2023$157,207
-3.0%
1,878
+0.3%
0.03%
-10.8%
Q4 2022$162,001
+7.3%
1,872
+0.3%
0.04%
-2.6%
Q3 2022$151,000
-5.0%
1,866
+0.6%
0.04%
-2.6%
Q2 2022$159,000
-5.4%
1,854
+0.5%
0.04%
+5.4%
Q1 2022$168,000
+3.7%
1,845
+0.6%
0.04%
+5.7%
Q4 2021$162,000
+12.5%
1,834
+0.5%
0.04%
+2.9%
Q3 2021$144,000
+1.4%
1,824
+0.7%
0.03%
+9.7%
Q2 2021$142,000
-0.7%
1,812
+0.7%
0.03%
-11.4%
Q1 2021$143,000
+2.9%
1,800
+0.7%
0.04%
-5.4%
Q4 2020$139,000
-24.9%
1,787
+41.0%
0.04%
-40.3%
Q3 2020$185,000
+5.1%
1,267
+0.9%
0.06%
-10.1%
Q2 2020$176,000
+2.3%
1,256
+0.7%
0.07%
-25.8%
Q1 2020$172,000
+33.3%
1,247
+56.5%
0.09%
-30.6%
Q4 2019$129,0007970.13%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders