AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is JXI and the CUSIP is 464288711. A total of 57 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,583,796
-9.6%
29,335
+0.1%
0.02%
-10.0%
Q2 2023$1,752,211
-2.0%
29,311
-0.9%
0.02%
-9.1%
Q1 2023$1,787,155
-0.6%
29,569
-1.0%
0.02%
-8.3%
Q4 2022$1,797,891
+11.4%
29,880
+1.3%
0.02%
-4.0%
Q3 2022$1,614,000
-5.8%
29,482
+3.4%
0.02%
-3.8%
Q2 2022$1,713,000
-6.3%
28,506
+2.7%
0.03%
+4.0%
Q1 2022$1,829,000
+7.5%
27,747
+5.5%
0.02%
-3.8%
Q4 2021$1,701,000
+14.6%
26,292
+5.2%
0.03%
+4.0%
Q3 2021$1,484,000
+7.3%
24,983
+8.1%
0.02%0.0%
Q2 2021$1,383,000
+14.0%
23,119
+14.5%
0.02%
-3.8%
Q1 2021$1,213,000
+81.9%
20,184
+81.3%
0.03%
+62.5%
Q4 2020$667,000
-63.6%
11,133
-66.0%
0.02%
-44.8%
Q3 2020$1,833,00032,7250.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Cedar Brook Financial Partners, LLC 20,225$1,216,9630.34%
Ifrah Financial Services, Inc. 15,598$938,5190.31%
Slow Capital, Inc. 10,894$655,5140.15%
Family Firm, Inc. 6,300$379,0810.11%
WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 31,837$1,915,6320.07%
OLD MISSION CAPITAL LLC 40,228$2,420,5180.07%
NTV ASSET MANAGEMENT LLC 4,700$282,7990.06%
TCWP LLC 3,768$226,7210.05%
Evanson Asset Management, LLC 6,651$400,2080.04%
Addison Advisors LLC 1,104$66,4280.04%
View complete list of ISHARES TR shareholders