AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYJ and the CUSIP is 464287754. A total of 221 filers reported holding ISHARES TR in Q3 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
Q1 2024$200,672
-11.7%
1,596
-19.7%
0.00%0.0%
Q4 2023$227,337
-75.8%
1,988
-78.7%
0.00%
-81.8%
Q3 2023$940,250
-3.5%
9,320
+1.4%
0.01%0.0%
Q2 2023$974,461
-10.2%
9,190
-15.2%
0.01%
-15.4%
Q1 2023$1,085,070
+1.2%
10,833
-2.6%
0.01%
-7.1%
Q4 2022$1,072,698
+42.8%
11,121
+24.0%
0.01%
+16.7%
Q3 2022$751,000
+129.0%
8,965
+187.7%
0.01%
+140.0%
Q1 2022$328,000
-14.4%
3,116
-8.2%
0.01%
-16.7%
Q4 2021$383,000
-1.5%
3,395
-6.6%
0.01%0.0%
Q3 2021$389,000
+17.2%
3,636
+22.2%
0.01%0.0%
Q2 2021$332,000
+33.3%
2,975
+101.1%
0.01%
+50.0%
Q3 2020$249,0001,4790.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
First Citizens Financial Corp 41,704$4,422,2923.00%
MAGNOLIA CAPITAL MANAGEMENT LTD 22,010$2,3342.11%
Modus Advisors, LLC 43,399$4,602,0151.98%
EUDAIMONIA ADVISORS LLC 22,086$2,341,9821.57%
SOUTHERN CAPITAL ADVISORS, LLC 18,500$1,961,7811.50%
Rainsberger Wealth Advisors, Inc. 19,079$2,023,1751.22%
PLANNING DIRECTIONS INC 11,082$1,1750.86%
Royal Fund Management, LLC 63,678$6,752,4730.84%
WEALTH ADVISORS, INC. 16,356$1,764,4850.75%
Bray Capital Advisors 20,824$2,208,1770.66%
View complete list of ISHARES TR shareholders