Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBTF and the CUSIP is 46436E866. A total of 144 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,480,097
-0.2%
64,1290.0%0.06%
+5.1%
Q2 2023$1,483,304
-1.6%
64,129
+0.1%
0.06%
-3.3%
Q1 2023$1,508,132
+3.3%
64,094
+2.2%
0.06%
+5.2%
Q4 2022$1,459,516
+12.8%
62,694
+12.8%
0.06%0.0%
Q3 2022$1,294,00055,5790.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 362,876$8,367,8886.59%
MOSELEY INVESTMENT MANAGEMENT INC 263,629$6,084,5573.64%
Hills Bank & Trust Co 1,044,207$24,100,2972.80%
FinTrust Capital Advisors, LLC 519,925$11,999,8692.66%
Keeler Thomas Management LLC 270,519$6,185,2652.29%
MV CAPITAL MANAGEMENT, INC. 656,757$15,157,9462.02%
Altus Wealth Group LLC 135,583$3,129,2561.98%
Denver PWM, LLC 202,994$4,666,8331.95%
Journey Advisory Group, LLC 547,592$12,638,4241.89%
Lunt Capital Management, Inc. 151,726$3,501,8361.85%
View complete list of ISHARES TR shareholders