San Luis Wealth Advisors 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
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 Q1 2022
NameSharesValueWeighting ↓
Destination Wealth Management 299,602$42,004,0002.27%
LBMC INVESTMENT ADVISORS, LLC 65,297$9,155,0001.44%
First Citizens Financial Corp 6,330$887,0000.92%
BEAM WEALTH ADVISORS, INC. 6,154$873,0000.88%
Kalos Management, Inc. 12,954$1,816,0000.76%
HOLDERNESS INVESTMENTS CO 10,554$1,480,0000.66%
Carl P. Sherr & Co., LLC 4,718$661,0000.66%
MinichMacGregor Wealth Management, LLC 8,102$1,135,0000.63%
Family Firm, Inc. 11,147$1,563,0000.58%
Field & Main Bank 4,540$637,0000.54%
View complete list of ISHARES TR shareholders