Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBML and the CUSIP is 46435G318. A total of 115 filers reported holding ISHARES TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,127,975
+0.1%
44,1910.0%0.05%
+4.4%
Q2 2023$1,126,429
+0.2%
44,1910.0%0.04%
-2.2%
Q1 2023$1,123,777
-3.2%
44,191
-3.5%
0.05%0.0%
Q4 2022$1,160,903
-0.4%
45,795
-0.9%
0.05%
-13.2%
Q3 2022$1,166,000
-1.0%
46,2070.0%0.05%
+6.0%
Q2 2022$1,178,000
+0.1%
46,2070.0%0.05%
+6.4%
Q1 2022$1,177,000
-1.8%
46,2070.0%0.05%
-4.1%
Q4 2021$1,198,000
+0.1%
46,207
+0.4%
0.05%
-10.9%
Q3 2021$1,197,000
-3.6%
46,034
-3.3%
0.06%
-5.2%
Q2 2021$1,242,000
-23.6%
47,587
-23.4%
0.06%
-31.0%
Q1 2021$1,625,000
+14.7%
62,107
+14.7%
0.08%
+15.1%
Q4 2020$1,417,000
+5.8%
54,125
+6.2%
0.07%
+2.8%
Q3 2020$1,339,000
+11.0%
50,954
+10.8%
0.07%
+4.4%
Q2 2020$1,206,000
-1.0%
45,981
-3.2%
0.07%
-20.0%
Q1 2020$1,218,000
+7.3%
47,483
+8.0%
0.08%
+26.9%
Q4 2019$1,135,000
-4.4%
43,966
-4.6%
0.07%
-8.2%
Q3 2019$1,187,000
+0.8%
46,074
+0.6%
0.07%
-3.9%
Q2 2019$1,177,000
+14.9%
45,821
+14.0%
0.08%
+7.0%
Q1 2019$1,024,000
+13.0%
40,202
+11.4%
0.07%
+4.4%
Q4 2018$906,000
+1.1%
36,0730.0%0.07%
-5.6%
Q3 2018$896,000
+7.7%
36,073
+8.2%
0.07%
-2.7%
Q2 2018$832,000
+42.0%
33,329
+41.6%
0.07%
+48.0%
Q1 2018$586,00023,5450.05%
Other shareholders
ISHARES TR shareholders Q4 2020
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 98,747$2,515,0002.63%
Gateway Advisory, LLC 317,910$8,098,0002.20%
Praetorian Wealth Management, Inc. 203,316$5,178,0001.76%
SONATA CAPITAL GROUP INC 123,645$3,150,0001.39%
Virginia National Bank 38,560$982,0001.12%
SENTINEL PENSION ADVISORS INC 105,049$2,676,0000.91%
LEAVELL INVESTMENT MANAGEMENT, INC. 386,891$9,855,0000.68%
Paradiem, LLC 65,342$1,662,0000.54%
NORTHCAPE WEALTH MANAGEMENT, LLC 68,908$1,755,0000.51%
First Affirmative Financial Network 20,835$531,0000.51%
View complete list of ISHARES TR shareholders