American Portfolios Advisors - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 193 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is 0.31 and the average weighting 0.2%.

Quarter-by-quarter ownership
American Portfolios Advisors ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$711,645
-11.4%
8,772
-6.5%
0.03%
-9.1%
Q2 2022$803,066
+388.1%
9,382
+418.9%
0.03%
+450.0%
Q1 2022$164,514
+434.8%
1,808
+419.5%
0.01%
+500.0%
Q4 2021$30,760
+12.3%
348
+0.3%
0.00%0.0%
Q3 2021$27,381
+0.9%
347
+0.3%
0.00%0.0%
Q2 2021$27,146
-21.9%
346
-20.8%
0.00%
-50.0%
Q1 2021$34,743
-59.0%
437
-59.9%
0.00%
-50.0%
Q4 2020$84,668
+64.3%
1,091
+209.1%
0.00%
+33.3%
Q3 2020$51,545
-23.9%
353
-26.9%
0.00%
-25.0%
Q2 2020$67,717
+10.7%
483
+9.0%
0.00%
-20.0%
Q1 2020$61,174
-14.8%
4430.0%0.01%0.0%
Q4 2019$71,788
-83.0%
443
-82.9%
0.01%
-85.7%
Q3 2019$422,596
+9.0%
2,595
+0.9%
0.04%
+6.1%
Q2 2019$387,681
+537.2%
2,571
+522.5%
0.03%
+450.0%
Q1 2019$60,839
-88.0%
413
-89.0%
0.01%
-90.3%
Q4 2018$505,741
+813.4%
3,768
+812.3%
0.06%
+933.3%
Q3 2018$55,371
-41.1%
413
-42.1%
0.01%
-53.8%
Q2 2018$94,073
+3.5%
7130.0%0.01%
-7.1%
Q1 2018$90,872
-64.8%
713
-63.3%
0.01%
-65.9%
Q4 2017$258,4321,9450.04%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
Destination Wealth Management 618,046$51,736,6121.96%
BOS Asset Management, LLC 26,379$2,208,1861.84%
San Luis Wealth Advisors LLC 40,790$3,4151.31%
LBMC INVESTMENT ADVISORS, LLC 127,047$10,635,0661.08%
Essex LLC 32,093$2,777,3280.84%
TAP Consulting, LLC 33,574$2,810,4740.69%
COUNTRY CLUB BANK /GFN 85,692$7,115,0060.58%
HOLDERNESS INVESTMENTS CO 17,086$1,430,2730.57%
Family Firm, Inc. 22,524$1,885,5220.52%
COTTONWOOD CAPITAL ADVISORS, LLC 6,607$553,0350.51%
View complete list of ISHARES TR shareholders