AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IJK and the CUSIP is 464287606. A total of 718 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is 0.36 and the average weighting 0.3%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$5,348,945
+7.0%
60,708
+10.8%
0.04%
-13.6%
Q1 2024$4,997,765
+14.4%
54,770
-0.7%
0.04%
+2.3%
Q4 2023$4,368,934
-19.4%
55,149
-26.5%
0.04%
-29.5%
Q3 2023$5,417,940
-2.5%
74,999
+1.2%
0.06%
-4.7%
Q2 2023$5,558,972
+17.1%
74,120
+11.6%
0.06%
+10.3%
Q1 2023$4,749,043
+9.1%
66,411
+4.2%
0.06%0.0%
Q4 2022$4,352,653
+15.7%
63,728
+6.7%
0.06%0.0%
Q3 2022$3,763,000
+10.2%
59,713
+11.5%
0.06%
+13.7%
Q2 2022$3,414,000
-13.4%
53,573
+4.7%
0.05%
-5.6%
Q1 2022$3,942,000
-4.9%
51,159
+5.2%
0.05%
-12.9%
Q4 2021$4,146,000
+16.2%
48,626
+7.6%
0.06%
+5.1%
Q3 2021$3,568,000
-2.2%
45,178
+0.0%
0.06%
-10.6%
Q2 2021$3,649,000
-37.3%
45,158
-39.2%
0.07%
-47.2%
Q1 2021$5,820,000
+110.3%
74,226
+93.7%
0.12%
+89.4%
Q4 2020$2,768,000
-57.6%
38,319
+40.5%
0.07%
-37.1%
Q3 2020$6,533,000
+362.3%
27,274
+331.8%
0.10%
+156.1%
Q2 2020$1,413,000
-8.2%
6,317
-26.8%
0.04%
-10.9%
Q1 2020$1,540,000
-51.1%
8,635
-34.7%
0.05%
-37.0%
Q4 2019$3,151,000
+32.6%
13,229
+24.7%
0.07%
-24.0%
Q3 2019$2,377,000
+14.2%
10,611
+15.3%
0.10%
+4.3%
Q2 2019$2,081,000
+19.0%
9,199
+15.2%
0.09%
-1.1%
Q1 2019$1,749,000
+93.9%
7,985
+69.4%
0.09%
-38.8%
Q4 2018$902,0004,7130.15%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Capital Directions Investment Advisors, LLC 126,581$28,641,0009.98%
Pensionmark Financial Group, LLC 96,017$21,054,0009.29%
Centerpoint Advisors, LLC 50,535$11,435,0009.14%
Chanos & Co LP 76,856$17,390,0008.44%
Broadview Financial Management, LLC 44,119$9,983,0007.51%
Salomon & Ludwin, LLC 119,755$27,097,0005.48%
Hudson Capital Management LLC 37,697$8,517,665,0004.80%
Ifrah Financial Services, Inc. 54,905$12,423,0004.60%
Capital Advisors, Ltd. LLC 58,777$13,299,0003.76%
Perkins Coie Trust Co 35,071$7,935,0003.60%
View complete list of ISHARES TR shareholders