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 ↓
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