AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IYY and the CUSIP is 464287846. A total of 194 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
Q2 2022$460,000
-56.6%
4,976
-47.8%
0.01%
-53.3%
Q1 2022$1,061,000
-6.9%
9,528
-1.5%
0.02%
-11.8%
Q4 2021$1,140,000
+9.6%
9,676
+0.2%
0.02%0.0%
Q3 2021$1,040,000
+4.5%
9,661
+5.0%
0.02%
-5.6%
Q2 2021$995,000
+13.6%
9,198
+5.0%
0.02%
-5.3%
Q1 2021$876,000
+25.9%
8,759
+18.1%
0.02%
+11.8%
Q4 2020$696,000
-59.1%
7,414
-26.8%
0.02%
-37.0%
Q3 2020$1,700,000
+266.4%
10,124
+239.2%
0.03%
+107.7%
Q2 2020$464,000
+51.6%
2,985
+22.8%
0.01%
+44.4%
Q1 2020$306,000
-24.8%
2,431
-4.8%
0.01%0.0%
Q4 2019$407,000
+5.4%
2,554
-3.5%
0.01%
-43.8%
Q3 2019$386,000
+8.1%
2,646
+8.4%
0.02%0.0%
Q2 2019$357,000
+23.1%
2,442
+19.1%
0.02%
+6.7%
Q1 2019$290,0002,0510.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Lowe Wealth Advisors, LLC 37,120$3,878,2982.06%
Sage Investment Advisers LLC 11,969$1,250,5071.72%
Vahanian & Associates Financial Planning Inc. 3,645$380,8301.22%
SEVEN MILE ADVISORY 9,306$972,2911.02%
Mine & Arao Wealth Creation & Management, LLC. 11,178$1,167,8390.71%
WASHBURN CAPITAL MANAGEMENT, INC. 6,095$636,8060.54%
Ballew Advisors, Inc 6,208$643,5830.53%
TrinityPoint Wealth, LLC 21,365$2,232,1810.44%
Mathes Company, Inc. 9,000$9400.44%
Kaydan Wealth Management, Inc. 9,292$970,8280.39%
View complete list of ISHARES TR shareholders