Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is FIBR and the CUSIP is 46435U796. A total of 47 filers reported holding ISHARES TR in Q4 2019. 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$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 Q4 2019
NameSharesValueWeighting ↓
Wall Capital Group, Inc. 49,085$4,792,0002.55%
Sterneck Capital Management, LLC 8,312$812,0000.82%
Patten Group, Inc. 8,897$869,0000.45%
PHILLIPS FINANCIAL MANAGEMENT, LLC 18,502$1,797,0000.36%
Cetera Investment Advisers 22,295$2,177,0000.27%
OPTIMUM INVESTMENT ADVISORS 5,600$547,0000.22%
Ford Financial Group, LLC 2,596$253,0000.17%
PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 7,729$754,0000.12%
Geneos Wealth Management Inc. 14,836$1,428,0000.10%
Insight Wealth Strategies, LLC 3,327$325,0000.09%
View complete list of ISHARES TR shareholders