Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBTE and the CUSIP is 46436E874. A total of 168 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,492,241
-0.4%
62,594
-0.5%
0.06%
+3.3%
Q2 2023$1,497,853
-0.9%
62,9350.0%0.06%
-1.6%
Q1 2023$1,511,069
+3.0%
62,935
+2.3%
0.06%
+5.2%
Q4 2022$1,467,681
+12.2%
61,538
+12.7%
0.06%
-1.7%
Q3 2022$1,308,00054,6200.06%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
Scissortail Wealth Management, LLC 486,805$11,688,12810.53%
INSIGHT 2811, INC. 660,251$15,852,6279.80%
4J Wealth Management LLC 243,206$5,839,3736.27%
Campbell Wealth Management 1,666,508$40,0135.01%
Keeler Thomas Management LLC 423,291$10,163,2114.78%
Stephens Consulting, LLC 317,562$7,624,6534.60%
Day & Ennis, LLC 512,996$12,317,0344.56%
Reliant Wealth Planning 258,277$6,201,2313.84%
MV CAPITAL MANAGEMENT, INC. 1,093,330$26,250,8653.69%
Trinity Wealth Management, LLC 204,519$4,910,5013.22%
View complete list of ISHARES TR shareholders