AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is WPS and the CUSIP is 464288422. A total of 42 filers reported holding ISHARES TR in Q2 2020. 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
Q3 2023$205,885
-4.1%
8,2200.0%0.00%0.0%
Q2 2023$214,717
-6.5%
8,220
-3.7%
0.00%
-33.3%
Q1 2023$229,710
+0.7%
8,540
+2.5%
0.00%0.0%
Q4 2022$228,082
+13.5%
8,333
+2.8%
0.00%0.0%
Q3 2022$201,000
-14.8%
8,104
+0.4%
0.00%
-25.0%
Q2 2022$236,000
-6.0%
8,070
+14.6%
0.00%
+33.3%
Q1 2022$251,000
-1.2%
7,039
+3.1%
0.00%
-25.0%
Q4 2021$254,000
-1.9%
6,828
-2.4%
0.00%0.0%
Q3 2021$259,000
-7.2%
6,995
-3.4%
0.00%
-20.0%
Q2 2021$279,000
+4.9%
7,238
-2.8%
0.01%
-16.7%
Q4 2020$266,000
-7.3%
7,444
-18.8%
0.01%
+20.0%
Q3 2020$287,000
+26.4%
9,170
+21.5%
0.01%
-28.6%
Q2 2020$227,000
+6.6%
7,548
-1.3%
0.01%
+16.7%
Q1 2020$213,000
-34.3%
7,648
-7.8%
0.01%
-25.0%
Q4 2019$324,0008,2930.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
CPWM, LLC 207,804$7,697,0000.61%
Lester Murray Antman dba SimplyRich 21,514$802,0000.27%
Schoolcraft Capital LLC 15,767$587,4260.18%
CARDIFF PARK ADVISORS, LLC 22,693$845,0000.11%
SOA Wealth Advisors, LLC. 10,917$406,0000.10%
Equitable Holdings, Inc. 125,310$4,669,0000.07%
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 25,769$960,0000.05%
Freedom Investment Management, Inc. 17,334$646,0000.05%
Sterling Investment Advisors, Ltd. 2,906$108,0000.03%
Rathbones Group PLC 61,687$2,298,0000.02%
View complete list of ISHARES TR shareholders