AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 160 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is 3.90 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2022$1,792,000
-15.5%
41,954
-0.6%
0.03%
-6.9%
Q1 2022$2,120,000
+453.5%
42,221
+499.1%
0.03%
+383.3%
Q4 2021$383,000
+4.1%
7,0470.0%0.01%0.0%
Q3 2021$368,000
-40.8%
7,047
-39.5%
0.01%
-45.5%
Q2 2021$622,000
-6.9%
11,650
-12.5%
0.01%
-21.4%
Q1 2021$668,000
+4.7%
13,3150.0%0.01%
-6.7%
Q4 2020$638,000
-19.2%
13,315
-29.6%
0.02%
+15.4%
Q3 2020$790,000
+53.7%
18,902
+48.7%
0.01%
-13.3%
Q2 2020$514,000
+38.2%
12,712
+20.7%
0.02%
+36.4%
Q1 2020$372,00010,5350.01%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
METLIFE INC 12,206$553,8105.80%
Checchi Capital Advisers, LLC 393,821$17,836,1581.85%
Providence First Trust Co 56,648$2,565,5881.51%
One Wealth Advisors, LLC 134,786$6,104,4581.39%
Willis Johnson & Associates, Inc. 220,122$9,969,3401.30%
LaSalle St. Investment Advisors, LLC 56,607$2,5631.21%
Stelac Advisory Services LLC 58,706$2,658,7951.20%
Palisades Hudson Asset Management, L.P. 42,360$1,9181.06%
ShoreHaven Wealth Partners, LLC 33,037$1,496,2461.06%
Karpus Management, Inc. 643,653$29,151,0350.98%
View complete list of ISHARES TR shareholders