Sutton Wealth Advisors Inc. - 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
Sutton Wealth Advisors Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$15,305
-10.0%
2080.0%0.01%0.0%
Q2 2023$17,004
-2.3%
2080.0%0.01%
-11.1%
Q1 2023$17,412
-3.3%
2080.0%0.01%
+28.6%
Q4 2022$18,000
+6.7%
2080.0%0.01%0.0%
Q3 2022$16,875
-5.2%
2080.0%0.01%0.0%
Q2 2022$17,805
-5.9%
2080.0%0.01%0.0%
Q1 2022$18,928
+2.9%
2080.0%0.01%
+16.7%
Q4 2021$18,393
+12.0%
2080.0%0.01%0.0%
Q3 2021$16,420
+0.6%
2080.0%0.01%0.0%
Q2 2021$16,328
-1.3%
2080.0%0.01%
-14.3%
Q1 2021$16,548
+2.5%
2080.0%0.01%0.0%
Q4 2020$16,141
+6.3%
208
+100.0%
0.01%0.0%
Q3 2020$15,186
+4.1%
1040.0%0.01%
-12.5%
Q2 2020$14,581
+1.5%
1040.0%0.01%
-11.1%
Q1 2020$14,361
-14.8%
1040.0%0.01%0.0%
Q4 2019$16,853
-0.5%
1040.0%0.01%0.0%
Q3 2019$16,936
+8.0%
1040.0%0.01%0.0%
Q2 2019$15,682
+2.4%
1040.0%0.01%0.0%
Q1 2019$15,320
+9.7%
1040.0%0.01%0.0%
Q4 2018$13,959
+0.1%
1040.0%0.01%0.0%
Q3 2018$13,943
+1.6%
1040.0%0.01%
-10.0%
Q2 2018$13,722
+3.5%
1040.0%0.01%
+11.1%
Q1 2018$13,255
-30.7%
104
-27.8%
0.01%
-35.7%
Q4 2017$19,133
-0.0%
1440.0%0.01%
-6.7%
Q3 2017$19,139
+2.2%
1440.0%0.02%0.0%
Q2 2017$18,724
+1.3%
1440.0%0.02%0.0%
Q1 2017$18,492
+5.4%
1440.0%0.02%
-6.2%
Q4 2016$17,544
-0.6%
1440.0%0.02%0.0%
Q3 2016$17,650
-6.6%
1440.0%0.02%
-11.1%
Q2 2016$18,903
+6.1%
1440.0%0.02%
+5.9%
Q1 2016$17,8101440.02%
Other shareholders
ISHARES TR shareholders Q4 2019
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