San Luis Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 179 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
San Luis Wealth Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$3,371
-1.3%
41,232
+1.1%
1.19%
-9.2%
Q1 2023$3,415
-99.6%
40,790
+305.8%
1.31%
+201.1%
Q1 2022$889,000
+7.2%
10,051
-4.3%
0.44%
-5.8%
Q3 2021$829,000
-48.3%
10,505
-49.2%
0.46%
-55.4%
Q4 2020$1,604,00020,6651.04%
Other shareholders
ISHARES TR shareholders Q3 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