Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 124 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$645,937
+2.7%
25,983
+2.5%
0.02%
+5.0%
Q1 2024$628,884
+40.2%
25,348
+39.9%
0.02%
+17.6%
Q4 2023$448,626
+1.7%
18,119
+0.1%
0.02%
-5.6%
Q3 2023$441,316
+0.6%
18,109
+0.6%
0.02%
+5.9%
Q2 2023$438,816
-0.5%
17,999
+0.1%
0.02%
-5.6%
Q1 2023$440,951
+9.0%
17,976
+8.1%
0.02%
+12.5%
Q4 2022$404,539
+0.9%
16,6340.0%0.02%
-11.1%
Q3 2022$401,000
-2.4%
16,6340.0%0.02%0.0%
Q2 2022$411,000
-2.1%
16,6340.0%0.02%
+5.9%
Q1 2022$420,000
-0.9%
16,634
+3.7%
0.02%0.0%
Q4 2021$424,000
-1.4%
16,042
+0.1%
0.02%
-15.0%
Q3 2021$430,000
-9.5%
16,021
-9.0%
0.02%
-9.1%
Q2 2021$475,000
+0.6%
17,6040.0%0.02%
-8.3%
Q1 2021$472,000
+3.3%
17,604
+5.4%
0.02%0.0%
Q4 2020$457,000
+0.2%
16,710
-0.5%
0.02%0.0%
Q3 2020$456,000
+0.7%
16,7960.0%0.02%
-7.7%
Q2 2020$453,000
+3.2%
16,796
-4.5%
0.03%
-16.1%
Q1 2020$439,000
+2.3%
17,581
+6.4%
0.03%
+24.0%
Q4 2019$429,000
+0.9%
16,520
+0.6%
0.02%
-3.8%
Q3 2019$425,000
+1.7%
16,4230.0%0.03%
-3.7%
Q2 2019$418,000
+3.5%
16,423
+1.2%
0.03%
-3.6%
Q1 2019$404,000
-36.2%
16,226
-39.5%
0.03%
-41.7%
Q4 2018$633,000
-3.2%
26,831
-1.9%
0.05%
-7.7%
Q3 2018$654,000
+2.8%
27,343
+2.8%
0.05%
-8.8%
Q2 2018$636,000
+1.0%
26,594
+2.5%
0.06%
+5.6%
Q1 2018$630,000
+64.1%
25,945
+69.1%
0.05%
+54.3%
Q4 2017$384,000
+29.3%
15,340
+30.0%
0.04%
+52.2%
Q3 2017$297,000
+0.7%
11,7980.0%0.02%
-8.0%
Q2 2017$295,000
+9.3%
11,798
+7.8%
0.02%
+4.2%
Q1 2017$270,000
+24.4%
10,944
+22.8%
0.02%
+4.3%
Q4 2016$217,0008,9110.02%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
TLWM 326,446$8,466,0004.07%
PFG Private Wealth Management, LLC 114,473$2,969,0002.65%
RVW Wealth, LLC 379,614$9,847,0002.15%
Signature Wealth Management Group 115,898$3,006,0001.90%
Gateway Advisory, LLC 281,776$7,309,0001.80%
Aptus Capital Advisors, LLC 967,675$25,101,0001.78%
Day & Ennis, LLC 122,090$3,167,0001.55%
Motley Fool Wealth Management, LLC 966,477$25,070,0001.50%
Capital Investment Advisors, LLC 1,074,360$28,016,0001.35%
SIGMA INVESTMENT COUNSELORS INC 437,341$11,345,0001.19%
View complete list of ISHARES TR shareholders