Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 380 filers reported holding ISHARES TR in Q4 2018. The put-call ratio across all filers is 1.76 and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$2,839,083
-53.0%
102,605
-52.3%
0.09%
-53.6%
Q1 2024$6,036,747
-0.3%
215,291
-0.5%
0.20%
-15.2%
Q4 2023$6,053,535
-0.5%
216,275
-9.7%
0.23%
-9.4%
Q3 2023$6,083,992
-1.7%
239,527
+1.9%
0.26%
+3.7%
Q2 2023$6,188,294
-3.5%
235,028
+0.7%
0.25%
-5.4%
Q1 2023$6,413,393
+1.0%
233,299
-0.2%
0.26%
+3.2%
Q4 2022$6,349,103
+62.6%
233,767
+34.9%
0.25%
+43.2%
Q3 2022$3,905,000
-18.2%
173,319
-1.4%
0.18%
-13.7%
Q2 2022$4,774,000
+15300.0%
175,773
+18619.2%
0.20%
+10100.0%
Q3 2018$31,0000.0%9390.0%0.00%
-33.3%
Q1 2018$31,0009390.00%
Other shareholders
ISHARES TR shareholders Q4 2018
NameSharesValueWeighting ↓
Eagle Bluffs Wealth Management LLC 348,672$9,033,4916.94%
FORTE ASSET MANAGEMENT LLC 335,587$8,694,5385.84%
COWA, LLC 305,044$7,749,5575.23%
Gunma Bank,Ltd. 246,000$6,2484.55%
Johnson & White Wealth Management, LLC 181,695$4,6154.17%
Fountainhead AM, LLC 470,482$11,950,2304.16%
Operose Advisors LLC 371,519$9,436,5783.74%
GDS Wealth Management 859,564$21,832,9263.43%
Kerntke Otto McGlone Wealth Management Group 127,836$3,247,0593.35%
Key Bridge Compliance, LLC 398,018$10,109,6453.16%
View complete list of ISHARES TR shareholders