Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 29 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$805,571
-2.3%
9,752
-0.5%
0.03%
+3.0%
Q2 2023$824,500
+1.8%
9,804
+3.0%
0.03%0.0%
Q1 2023$810,203
+3.3%
9,522
+1.3%
0.03%
+6.5%
Q4 2022$784,513
+3.1%
9,401
+1.2%
0.03%
-8.8%
Q3 2022$761,000
-4.3%
9,287
+0.4%
0.03%0.0%
Q2 2022$795,000
-6.9%
9,254
+0.4%
0.03%0.0%
Q1 2022$854,000
-3.9%
9,219
+3.4%
0.03%
-8.1%
Q4 2021$889,000
+0.5%
8,919
+1.0%
0.04%
-9.8%
Q3 2021$885,000
+7.5%
8,827
+7.9%
0.04%
+5.1%
Q2 2021$823,000
+15.6%
8,179
+14.7%
0.04%
+5.4%
Q1 2021$712,000
+0.7%
7,128
+3.4%
0.04%
+2.8%
Q4 2020$707,000
+10.1%
6,894
+9.0%
0.04%
+5.9%
Q3 2020$642,000
+13.2%
6,323
+13.2%
0.03%
+6.2%
Q2 2020$567,000
+8.6%
5,586
+4.6%
0.03%
-11.1%
Q1 2020$522,000
-4.9%
5,342
-0.9%
0.04%
+12.5%
Q4 2019$549,000
+5.2%
5,389
+4.6%
0.03%0.0%
Q3 2019$522,000
+4.4%
5,153
+4.0%
0.03%0.0%
Q2 2019$500,000
+17.9%
4,957
+16.3%
0.03%
+10.3%
Q1 2019$424,000
+1.7%
4,262
-2.2%
0.03%
-6.5%
Q4 2018$417,000
+1568.0%
4,358
+1589.1%
0.03%
+1450.0%
Q3 2018$25,000
+19.0%
258
+17.8%
0.00%0.0%
Q1 2018$21,0002190.00%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Investment Advisory Group, LLC 7,289$620,2010.36%
Sterneck Capital Management, LLC 4,612$392,4240.25%
True Link Financial Advisors, LLC 21,792$1,854,2270.23%
SAGE FINANCIAL GROUP INC 7,103$604,3770.07%
OPTIMUM INVESTMENT ADVISORS 1,000$85,0880.04%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 4,685$398,6640.04%
Avantax Planning Partners, Inc. 9,522$810,2030.03%
Steward Partners Investment Advisory, LLC 18,786$1,598,4540.03%
STEPHENS INC /AR/ 4,995$425,0120.01%
Cetera Advisors LLC 4,154$353,4530.01%
View complete list of ISHARES TR shareholders