AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDU and the CUSIP is 464287697. A total of 205 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$384,000
-7.5%
4,347
-17.6%
0.01%
-14.3%
Q3 2021$415,000
+0.7%
5,275
+0.5%
0.01%0.0%
Q2 2021$412,000
+7.9%
5,249
+9.4%
0.01%
-12.5%
Q1 2021$382,000
-7.1%
4,798
-9.3%
0.01%
-20.0%
Q4 2020$411,000
-60.0%
5,288
-24.5%
0.01%
-37.5%
Q3 2020$1,027,000
+77.1%
7,004
+69.3%
0.02%
-5.9%
Q2 2020$580,000
+0.7%
4,138
-0.8%
0.02%0.0%
Q1 2020$576,0004,1710.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
MinichMacGregor Wealth Management, LLC 138,873$12,018,0694.34%
BOS Asset Management, LLC 31,173$2,697,7112.41%
Destination Wealth Management 609,368$52,734,7212.10%
First Citizens Financial Corp 16,780$1,4521.25%
LBMC INVESTMENT ADVISORS, LLC 128,477$11,118,4331.17%
Fort Point Capital Partners LLC 75,350$6,520,7891.02%
FIFTH THIRD SECURITIES, INC. 89,287$7,726,9351.02%
TAP Consulting, LLC 42,925$3,714,7140.97%
OmniStar Financial Group, Inc. 9,175$794,0130.90%
Essex LLC 32,093$2,777,3280.84%
View complete list of ISHARES TR shareholders