Accel Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 220 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Accel Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$10,882
-3.3%
1300.0%0.00%
-20.0%
Q4 2022$11,250
+2.3%
1300.0%0.01%
-16.7%
Q3 2022$11,0000.0%1300.0%0.01%0.0%
Q2 2022$11,000
-83.3%
130
-81.9%
0.01%
-82.4%
Q1 2022$66,000
+4.8%
7180.0%0.03%
+9.7%
Q4 2021$63,000
+10.5%
7180.0%0.03%
-16.2%
Q3 2021$57,000
+256.2%
718
+245.2%
0.04%
+236.4%
Q2 2021$16,000
-5.9%
2080.0%0.01%
-21.4%
Q1 2021$17,000
+6.2%
2080.0%0.01%
-6.7%
Q4 2020$16,0002080.02%
Other shareholders
ISHARES TR shareholders Q2 2022
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