AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IGV and the CUSIP is 464287515. A total of 393 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 1.15 and the average weighting 0.4%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,105,362
-13.5%
6,169
-12.3%
0.02%
-14.3%
Q2 2023$2,433,261
+13.4%
7,034
-0.1%
0.03%
+7.7%
Q1 2023$2,146,093
+11.4%
7,043
-6.4%
0.03%0.0%
Q4 2022$1,926,115
-3.4%
7,528
-5.6%
0.03%
-16.1%
Q3 2022$1,994,000
-9.0%
7,971
-1.9%
0.03%
-6.1%
Q2 2022$2,191,000
-43.6%
8,128
-27.8%
0.03%
-37.7%
Q1 2022$3,885,000
-24.6%
11,264
-13.0%
0.05%
-32.1%
Q4 2021$5,151,000
-6.2%
12,954
-5.6%
0.08%
-15.2%
Q3 2021$5,491,000
+2.1%
13,728
-0.3%
0.09%
-6.1%
Q2 2021$5,379,000
+157.4%
13,774
+125.5%
0.10%
+117.8%
Q1 2021$2,090,000
-10.7%
6,107
-7.6%
0.04%
-19.6%
Q4 2020$2,341,000
-19.9%
6,609
-29.7%
0.06%
+19.1%
Q3 2020$2,924,000
+18.0%
9,399
+7.9%
0.05%
-33.8%
Q2 2020$2,477,000
+44.1%
8,709
+6.7%
0.07%
+39.2%
Q1 2020$1,719,000
+21.8%
8,164
+34.3%
0.05%
+54.5%
Q4 2019$1,411,000
+46.5%
6,078
+34.0%
0.03%
-15.4%
Q3 2019$963,0004,5350.04%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Altus Wealth Management, LLC 49,697$19,836,00012.56%
Financial Advantage, Inc. 30,188$12,049,00010.46%
GPS Wealth Strategies Group, LLC 63,847$25,484,0006.31%
MinichMacGregor Wealth Management, LLC 42,066$16,790,0005.65%
Covenant Multifamily Offices, LLC 75,443$30,143,0005.41%
Yahav Achim Ve Achayot - Provident Funds Management Co Ltd. 15,093$6,024,0004.74%
Wellspring Financial Advisors, LLC 1,417,533$15,383,0004.63%
MCMILLION CAPITAL MANAGEMENT INC 18,287$7,299,0004.29%
SFMG, LLC 91,649$36,581,0004.06%
Silverleafe Capital Partners, LLC 21,770$8,689,0003.41%
View complete list of ISHARES TR shareholders