Beaird Harris Wealth Management, 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
Beaird Harris Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$29,138
-10.0%
3960.0%0.00%
-25.0%
Q2 2023$32,373
-2.3%
3960.0%0.00%
-33.3%
Q1 2023$33,150
-3.3%
3960.0%0.01%0.0%
Q4 2022$34,270
+7.1%
3960.0%0.01%
-14.3%
Q3 2022$32,000
-5.9%
3960.0%0.01%
-22.2%
Q2 2022$34,000
-5.6%
3960.0%0.01%
-30.8%
Q1 2022$36,000
+2.9%
3960.0%0.01%0.0%
Q4 2021$35,0003960.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Destination Wealth Management 633,344$46,601,4351.81%
BOS Asset Management, LLC 25,014$1,840,5301.35%
Bellwether Advisors, LLC 63,241$4,653,2731.27%
First Citizens Financial Corp 22,528$1,657,6101.17%
LBMC INVESTMENT ADVISORS, LLC 120,663$8,573,1110.91%
TAP Consulting, LLC 31,479$2,316,2230.60%
Essex LLC 24,252$1,784,4620.50%
Family Firm, Inc. 23,625$1,738,3320.49%
HOLDERNESS INVESTMENTS CO 17,000$1,250,8940.49%
COUNTRY CLUB BANK /GFN 81,114$5,958,6330.48%
View complete list of ISHARES TR shareholders