Founders Financial Alliance, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Founders Financial Alliance, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,912
-10.0%
530.0%0.00%0.0%
Q2 2023$4,347
-1.8%
530.0%0.00%0.0%
Q1 2023$4,428
-2.6%
530.0%0.00%0.0%
Q4 2022$4,548
+13.7%
53
+1.9%
0.00%0.0%
Q3 2022$4,0000.0%520.0%0.00%0.0%
Q2 2022$4,000
-20.0%
520.0%0.00%0.0%
Q1 2022$5,0000.0%52
+2.0%
0.00%0.0%
Q4 2021$5,000
+25.0%
510.0%0.00%0.0%
Q3 2021$4,0000.0%510.0%0.00%0.0%
Q2 2021$4,0000.0%51
+2.0%
0.00%0.0%
Q1 2021$4,000500.00%
Other shareholders
ISHARES TR shareholders Q1 2022
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