Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 174 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$427,000
+0.2%
17,0530.0%0.02%
+5.6%
Q2 2022$426,000
-0.2%
17,0530.0%0.02%
+5.9%
Q1 2022$427,000
+0.2%
17,053
+0.6%
0.02%
-5.6%
Q4 2021$426,000
-0.7%
16,9440.0%0.02%
-10.0%
Q3 2021$429,000
-9.1%
16,944
-8.9%
0.02%
-9.1%
Q2 2021$472,000
+0.6%
18,599
+1.0%
0.02%
-8.3%
Q1 2021$469,000
+3.8%
18,417
+4.2%
0.02%
+4.3%
Q4 2020$452,000
+1.3%
17,674
+1.5%
0.02%
-4.2%
Q3 2020$446,000
-0.2%
17,4140.0%0.02%
-4.0%
Q2 2020$447,0000.0%17,414
-3.4%
0.02%
-19.4%
Q1 2020$447,0000.0%18,030
+2.0%
0.03%
+19.2%
Q4 2019$447,000
+1.8%
17,683
+2.0%
0.03%
-3.7%
Q3 2019$439,000
+0.9%
17,3430.0%0.03%
-3.6%
Q2 2019$435,000
+3.1%
17,343
+2.3%
0.03%
-3.4%
Q1 2019$422,000
-36.4%
16,947
-38.3%
0.03%
-42.0%
Q4 2018$664,000
-3.2%
27,453
-2.6%
0.05%
-9.1%
Q3 2018$686,000
+9.2%
28,183
+9.2%
0.06%
-1.8%
Q2 2018$628,000
-0.6%
25,8050.0%0.06%
+3.7%
Q1 2018$632,000
-7.2%
25,805
-5.3%
0.05%
-12.9%
Q4 2017$681,000
+13.9%
27,249
+15.2%
0.06%
+31.9%
Q3 2017$598,000
+0.5%
23,6570.0%0.05%
-6.0%
Q2 2017$595,000
+4.9%
23,657
+3.9%
0.05%
-2.0%
Q1 2017$567,000
+0.4%
22,7740.0%0.05%
-15.0%
Q4 2016$565,00022,7740.06%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Argent Wealth Management LLC 1,130,883$28,600,0004.79%
Tillar-Wenstrup Advisors, LLC 338,249$8,554,0004.78%
RVW Wealth, LLC 673,367$17,029,0003.72%
Matthew Goff Investment Advisor, LLC 341,803$8,644,0003.20%
Day & Ennis, LLC 246,552$6,235,0003.06%
PFG Private Wealth Management, LLC 126,461$3,198,0002.86%
AlphaMark Advisors, LLC 264,705$6,694,0002.80%
MV CAPITAL MANAGEMENT, INC. 437,552$11,066,0002.39%
LifeSteps Financial, Inc. 94,095$2,380,0002.25%
Fragasso Group Inc. 527,455$13,339,0002.24%
View complete list of ISHARES TR shareholders