AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDV and the CUSIP is 464288448. A total of 416 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.18 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,738,499
-6.6%
147,185
-3.2%
0.04%
-8.7%
Q2 2023$4,002,104
-5.1%
151,998
-0.9%
0.05%
-11.5%
Q1 2023$4,216,439
-4.6%
153,381
-5.8%
0.05%
-11.9%
Q4 2022$4,420,366
+3.1%
162,753
-14.5%
0.06%
-10.6%
Q3 2022$4,288,000
-16.7%
190,310
+0.4%
0.07%
-15.4%
Q2 2022$5,147,000
-9.8%
189,509
+5.4%
0.08%0.0%
Q1 2022$5,705,000
+9.2%
179,757
+7.3%
0.08%
-1.3%
Q4 2021$5,222,000
+1.8%
167,474
-0.6%
0.08%
-8.1%
Q3 2021$5,132,000
+4.3%
168,556
+11.0%
0.09%
-3.4%
Q2 2021$4,921,000
+4.5%
151,870
+1.6%
0.09%
-11.9%
Q1 2021$4,707,000
+11.9%
149,470
+4.7%
0.10%
+1.0%
Q4 2020$4,206,000
-19.3%
142,758
-31.8%
0.10%
+19.0%
Q3 2020$5,212,000
+16.6%
209,220
+17.4%
0.08%
-34.9%
Q2 2020$4,470,000
+10.7%
178,160
-0.3%
0.13%
+6.6%
Q1 2020$4,038,000
-31.8%
178,680
+1.3%
0.12%
-11.7%
Q4 2019$5,919,000
+28.0%
176,385
+17.1%
0.14%
-26.7%
Q3 2019$4,623,000
-12.5%
150,648
-12.4%
0.19%
-19.7%
Q2 2019$5,281,000
-2.3%
171,900
-1.9%
0.23%
-18.8%
Q1 2019$5,407,000
+7.0%
175,197
-0.4%
0.29%
-66.2%
Q4 2018$5,054,000175,9800.85%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Chicago Wealth Management, Inc. 256,248$7,990,0005.36%
Fountainhead AM, LLC 324,535$10,119,0004.40%
First National Bank of Hutchinson 181,071$5,646,0003.22%
Berkeley Capital Partners, LLC 217,717$6,788,0002.79%
Gunma Bank,Ltd. 100,000$3,118,0002.73%
COWA, LLC 170,163$5,306,0002.67%
Sterling Financial Planning, Inc. 135,848$4,236,0002.65%
FUKOKU MUTUAL LIFE INSURANCE Co 898,000$28,000,0002.07%
Murphy, Middleton, Hinkle & Parker, Inc. 117,228$3,655,0001.95%
AGILIS PARTNERS LLC 121,247$3,780,0001.89%
View complete list of ISHARES TR shareholders