RAYMOND JAMES TRUST N.A. - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 329 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
RAYMOND JAMES TRUST N.A. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$693,331
+106566.3%
28,036
+6.1%
0.02%
+10.5%
Q2 2023$650
+1.2%
26,417
+1.1%
0.02%
-5.0%
Q1 2023$642
+4.7%
26,138
+4.2%
0.02%
-4.8%
Q4 2022$613
-99.7%
25,081
+209.8%
0.02%
+250.0%
Q4 2021$210,000
-1.4%
8,0960.0%0.01%
-14.3%
Q3 2021$213,0000.0%8,0960.0%0.01%0.0%
Q2 2021$213,000
-0.5%
8,0960.0%0.01%0.0%
Q1 2021$214,000
-0.5%
8,0960.0%0.01%
-12.5%
Q4 2020$215,000
+0.5%
8,0960.0%0.01%
-11.1%
Q3 2020$214,000
+0.5%
8,0960.0%0.01%
-10.0%
Q2 2020$213,000
+6.5%
8,0960.0%0.01%
-16.7%
Q1 2020$200,000
-44.8%
8,096
-42.6%
0.01%
-29.4%
Q4 2019$362,000
+37.6%
14,109
+37.7%
0.02%
+21.4%
Q3 2019$263,000
+0.8%
10,2450.0%0.01%0.0%
Q2 2019$261,00010,2450.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Trust Co of Kansas 521,213$13,854,0007.24%
Tillar-Wenstrup Advisors, LLC 345,931$9,195,0004.76%
PFG Private Wealth Management, LLC 208,889$5,552,0004.26%
Aptus Capital Advisors, LLC 3,153,914$83,831,0003.84%
RVW Wealth, LLC 822,555$22,000,0003.23%
Cribstone Capital Management, LLC 145,919$3,879,0002.66%
Day & Ennis, LLC 221,485$5,887,0002.34%
Signature Wealth Management Group 122,346$3,252,0002.05%
CAPITAL ADVISORS INC/OK 1,946,682$51,743,0001.84%
Gateway Advisory, LLC 302,596$8,043,0001.75%
View complete list of ISHARES TR shareholders