Avantax Planning Partners, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBTD and the CUSIP is 46436E882. A total of 211 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Avantax Planning Partners, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,350,407
-5.6%
54,408
-5.6%
0.06%
-1.8%
Q2 2023$1,430,396
-4.7%
57,654
-4.7%
0.06%
-6.6%
Q1 2023$1,501,055
+0.4%
60,5020.0%0.06%
+3.4%
Q4 2022$1,494,399
+12.0%
60,502
+12.4%
0.06%
-1.7%
Q3 2022$1,334,00053,8370.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Arlington Trust Co LLC 2,735,336$67,891,04027.87%
Arlington Partners LLC 2,735,336$67,891,04027.87%
Kerntke Otto McGlone Wealth Management Group 470,100$11,667,88812.03%
Campbell Wealth Management 2,304,679$57,2026.96%
Trinity Wealth Management, LLC 384,434$9,541,6525.92%
Day & Ennis, LLC 563,026$13,974,3135.21%
Michael S. Ryan, Inc. 202,482$5,023,5694.79%
Keeler Thomas Management LLC 485,810$12,058,7714.46%
MV CAPITAL MANAGEMENT, INC. 1,034,880$25,685,7313.43%
Denver PWM, LLC 318,156$7,863,2143.29%
View complete list of ISHARES TR shareholders