Paul John Balson - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 184 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is 0.01 and the average weighting 0.1%.

Quarter-by-quarter ownership
Paul John Balson ownership history of ISHARES TR
ValueSharesWeighting
Q4 2020$470,000
+7.3%
6,055
+102.0%
0.10%
-11.0%
Q3 2020$438,000
-18.3%
2,997
-21.6%
0.11%
-46.0%
Q2 2020$536,000
-19.8%
3,821
-21.0%
0.20%
-43.6%
Q1 2020$668,0004,8370.36%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders