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 ↓
LBMC INVESTMENT ADVISORS, LLC 131,559$16,271,0003.36%
MinichMacGregor Wealth Management, LLC 22,629$2,798,0002.70%
Fernwood Investment Management, LLC 12,690$1,569,0001.59%
Kalos Management, Inc. 15,103$1,633,0001.36%
Destination Wealth Management 127,440$13,753,0001.32%
ASSETMARK, INC 576,592$71,313,0001.24%
Family Firm, Inc. 10,806$1,336,0000.68%
Evanson Asset Management, LLC 14,744$1,823,0000.62%
BENJAMIN F. EDWARDS & COMPANY, INC. 23,295$2,881,0000.60%
Premier Fund Managers Ltd 3,500$433,0000.42%
View complete list of ISHARES TR shareholders