San Luis Wealth Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 211 filers reported holding ISHARES TR in Q1 2023. 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 2023
NameSharesValueWeighting ↓
LBMC INVESTMENT ADVISORS, LLC 136,609$16,744,0003.21%
MinichMacGregor Wealth Management, LLC 24,995$3,063,0002.87%
Destination Wealth Management 246,806$30,251,0002.34%
GRIMES & COMPANY, INC. 62,624$7,676,0001.03%
Fernwood Investment Management, LLC 7,797$956,0000.88%
SPC Financial, Inc. 16,597$2,034,0000.65%
Family Firm, Inc. 9,408$1,153,0000.55%
Evanson Asset Management, LLC 14,399$1,765,0000.50%
Virtu Financial LLC 23,128$2,835,0000.49%
Winch Advisory Services, LLC 4,857$595,0000.48%
View complete list of ISHARES TR shareholders