AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IEV and the CUSIP is 464287861. A total of 145 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is 2.01 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 Q1 2022
NameSharesValueWeighting ↓
Manifold Partners, LLC 34,500$1,520,00014.58%
Lee Financial Co 484,881$21,369,0004.83%
Stelac Advisory Services LLC 77,828$3,430,0002.63%
METLIFE INC 15,945$702,6962.43%
EFG Asset Management (Americas) Corp. 175,704$7,851,0002.24%
Palisades Hudson Asset Management, L.P. 44,167$1,946,0001.35%
GYL FINANCIAL SYNERGIES, LLC 56,554$2,492,0001.32%
Vishria Bird Financial Group, LLC 24,910$1,098,0001.10%
BigSur Wealth Management LLC 35,399$1,565,0001.09%
Intercontinental Wealth Advisors, LLC 47,227$2,081,0001.08%
View complete list of ISHARES TR shareholders