Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBMK and the CUSIP is 46435G755. A total of 131 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$1,203,0000.0%46,4380.0%0.05%
+5.9%
Q2 2022$1,203,000
-0.1%
46,4380.0%0.05%
+6.2%
Q1 2022$1,204,000
-0.5%
46,4380.0%0.05%
-4.0%
Q4 2021$1,210,000
+0.2%
46,438
+0.6%
0.05%
-10.7%
Q3 2021$1,208,000
-2.4%
46,160
-2.1%
0.06%
-3.4%
Q2 2021$1,238,000
-23.7%
47,157
-23.4%
0.06%
-31.0%
Q1 2021$1,622,000
+13.7%
61,600
+13.8%
0.08%
+15.1%
Q4 2020$1,427,000
+7.1%
54,142
+7.7%
0.07%
+4.3%
Q3 2020$1,332,000
+0.7%
50,281
+0.4%
0.07%
-6.7%
Q2 2020$1,323,000
-1.0%
50,074
-2.5%
0.08%
-19.4%
Q1 2020$1,336,000
-19.4%
51,369
-18.9%
0.09%
-4.1%
Q4 2019$1,657,000
-2.4%
63,339
-2.4%
0.10%
-6.7%
Q3 2019$1,697,000
+2.4%
64,901
+2.1%
0.10%
-2.8%
Q2 2019$1,658,000
+51.6%
63,579
+50.8%
0.11%
+40.8%
Q1 2019$1,094,000
+22.5%
42,165
+20.9%
0.08%
+13.4%
Q4 2018$893,000
+0.8%
34,8690.0%0.07%
-5.6%
Q3 2018$886,000
+4.9%
34,869
+5.3%
0.07%
-5.3%
Q2 2018$845,000
+44.0%
33,109
+43.9%
0.08%
+50.0%
Q1 2018$587,00023,0130.05%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
KARLINSKI ANDREW C 183,082$4,742,0007.19%
VISTA FINANCE, LLC 82,731$2,143,0002.60%
Paradigm, Strategies in Wealth Management, LLC 76,991$1,994,0001.82%
SONATA CAPITAL GROUP INC 108,843$2,819,0001.55%
LEAVELL INVESTMENT MANAGEMENT, INC. 372,252$9,641,0000.76%
Gateway Advisory, LLC 114,970$2,978,0000.74%
Praetorian Wealth Management, Inc. 74,795$1,937,0000.73%
BLUE SQUARE ASSET MANAGEMENT, LLC 35,942$931,0000.63%
Paradiem, LLC 62,106$1,609,0000.62%
FORTE ASSET MANAGEMENT LLC 35,400$917,0000.61%
View complete list of ISHARES TR shareholders