Forbes Financial Planning, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 195 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Forbes Financial Planning, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$229,202
-10.0%
3,1150.0%0.25%0.0%
Q2 2023$254,655
-3.9%
3,115
-1.5%
0.25%
-5.7%
Q1 2023$264,859
+2.2%
3,164
-0.9%
0.26%
-30.8%
Q4 2022$259,130
+0.1%
3,1940.0%0.38%0.0%
Q3 2022$259,000
-4.8%
3,1940.0%0.38%
-3.3%
Q2 2022$272,000
-13.4%
3,194
-7.4%
0.39%
-0.3%
Q1 2022$314,000
+3.3%
3,451
+0.8%
0.39%
+30.3%
Q4 2021$304,0003,4240.30%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 104,181$16,882,0009.40%
SPC Financial, Inc. 83,505$13,532,0002.48%
Destination Wealth Management 286,148$46,370,0002.36%
NIEMANN CAPITAL MANAGEMENT INC 12,797$2,074,0001.66%
LBMC INVESTMENT ADVISORS, LLC 65,801$10,663,0001.50%
HOLDERNESS INVESTMENTS CO 15,632$2,533,0001.09%
Field & Main Bank 7,225$1,171,0000.97%
First Citizens Financial Corp 5,718$927,0000.92%
F3Logic, LLC 25,782$4,177,0000.79%
Madden Advisory Services, Inc. 7,116$1,153,0000.75%
View complete list of ISHARES TR shareholders