BEAM WEALTH ADVISORS, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 185 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
BEAM WEALTH ADVISORS, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q1 2021$811,000
-7.8%
10,195
-10.0%
0.72%
-12.9%
Q4 2020$880,000
-9.8%
11,334
+69.6%
0.83%
-9.2%
Q3 2020$976,000
+11.8%
6,682
+8.6%
0.91%
+4.0%
Q2 2020$873,000
+25.4%
6,154
+22.2%
0.88%
+27.6%
Q1 2020$696,0005,0370.69%
Other shareholders
ISHARES TR shareholders Q1 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