Better Money Decisions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 2 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Better Money Decisions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$298,065
-9.1%
8,0150.0%0.26%
-1.9%
Q2 2023$327,879
+7.9%
8,015
+1.1%
0.27%
+3.9%
Q1 2023$304,003
+13.4%
7,9250.0%0.26%
+10.3%
Q4 2022$268,103
+1.2%
7,9250.0%0.23%
-9.7%
Q3 2022$265,000
-9.2%
7,9250.0%0.26%
+4.5%
Q2 2022$292,000
-20.7%
7,9250.0%0.25%
-28.4%
Q1 2022$368,000
-14.0%
7,925
+0.5%
0.34%
-4.2%
Q4 2021$428,000
+12.9%
7,888
+0.3%
0.36%
+15.4%
Q3 2021$379,000
-3.1%
7,8670.0%0.31%
-10.9%
Q2 2021$391,000
+8.3%
7,867
+0.4%
0.35%
-5.9%
Q1 2021$361,0007,8350.37%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
MONUMENTAL FINANCIAL GROUP INC. 68,623$2,526,0002.32%
Urban Wealth Management, LLC 13,492$497,0001.67%
Carl P. Sherr & Co., LLC 14,419$531,0000.40%
TCG Advisory Services, LLC 25,571$941,0000.29%
Highland Financial Advisors, LLC 10,005$368,0000.25%
Better Money Decisions, LLC 7,925$292,0000.25%
HAP Trading, LLC 115,745$4,261,0000.21%
CONCOURSE FINANCIAL GROUP SECURITIES, INC. 58,804$2,165,0000.18%
Traynor Capital Management, Inc. 13,645$502,0000.09%
Merit Financial Group, LLC 65,550$2,413,0000.08%
View complete list of ISHARES TR shareholders