AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IXC and the CUSIP is 464287341. A total of 255 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 0.67 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,848,898
+11.0%
93,284
+0.1%
0.04%
+7.5%
Q2 2023$3,468,939
-5.8%
93,201
-4.4%
0.04%
-11.1%
Q1 2023$3,682,564
-2.4%
97,526
+0.8%
0.04%
-10.0%
Q4 2022$3,773,473
+23.8%
96,781
+5.8%
0.05%
+6.4%
Q3 2022$3,048,000
-36.8%
91,446
-35.8%
0.05%
-35.6%
Q2 2022$4,825,000
+50.6%
142,418
+60.6%
0.07%
+65.9%
Q1 2022$3,204,000
+44.2%
88,676
+9.8%
0.04%
+33.3%
Q4 2021$2,222,000
+13.4%
80,772
+10.3%
0.03%0.0%
Q3 2021$1,959,000
+6.9%
73,218
+6.1%
0.03%0.0%
Q2 2021$1,833,000
+30.3%
69,031
+21.0%
0.03%
+10.0%
Q1 2021$1,407,000
+63.2%
57,027
+33.9%
0.03%
+50.0%
Q4 2020$862,000
-55.1%
42,580
-63.7%
0.02%
-35.5%
Q3 2020$1,919,000
+541.8%
117,313
+668.2%
0.03%
+244.4%
Q2 2020$299,000
+44.4%
15,272
+23.0%
0.01%
+50.0%
Q1 2020$207,00012,4130.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Verger Capital Management LLC 367,590$13,288,00010.42%
Black Swift Group, LLC 401,235$14,505,0005.72%
Versant Capital Management, Inc 425,690$15,389,0004.91%
New Millennium Group LLC 148,918$5,383,0003.87%
MFA WEALTH ADVISORS, LLC 256,736$9,286,0002.96%
Snider Financial Group 113,960$4,120,0001.87%
Fort Point Capital Partners LLC 356,142$12,875,0001.80%
Money Design Co.,Ltd. 712,053$25,741,0001.74%
SFI Advisors, LLC 79,151$2,861,0001.74%
Van Cleef Asset Management,Inc 304,636$11,013,0001.59%
View complete list of ISHARES TR shareholders