AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IHF and the CUSIP is 464288828. A total of 212 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.30 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$4,162,230
-6.1%
16,913
-2.4%
0.05%
-7.8%
Q2 2023$4,431,298
-3.6%
17,323
-6.9%
0.05%
-8.9%
Q1 2023$4,597,353
-10.1%
18,597
-2.7%
0.06%
-17.6%
Q4 2022$5,115,588
+15.8%
19,110
+10.5%
0.07%0.0%
Q3 2022$4,417,000
+51.4%
17,289
+51.4%
0.07%
+54.5%
Q2 2022$2,917,000
+25.8%
11,421
+39.7%
0.04%
+37.5%
Q1 2022$2,319,000
+1.6%
8,178
+4.1%
0.03%
-5.9%
Q4 2021$2,283,000
+24.3%
7,858
+9.5%
0.03%
+9.7%
Q3 2021$1,836,000
-1.8%
7,176
+2.0%
0.03%
-8.8%
Q2 2021$1,870,000
+14.1%
7,032
+8.4%
0.03%
-2.9%
Q1 2021$1,639,000
+20.3%
6,485
+11.6%
0.04%
+9.4%
Q4 2020$1,362,000
-74.6%
5,809
-78.2%
0.03%
-62.8%
Q3 2020$5,368,000
+202.4%
26,614
+189.6%
0.09%
+68.6%
Q2 2020$1,775,000
+15.3%
9,189
-0.5%
0.05%
+10.9%
Q1 2020$1,540,000
-2.7%
9,237
+17.1%
0.05%
+24.3%
Q4 2019$1,582,0007,8870.04%
Other shareholders
ISHARES TR shareholders Q4 2022
NameSharesValueWeighting ↓
SFI Advisors, LLC 9,356$2,393,2652.27%
MARTIN & CO INC /TN/ 18,896$4,833,6611.22%
Terra Nova Asset Management LLC 5,059$1,293,9931.18%
Wharton Business Group, LLC 67,110$17,1671.13%
Phoenix Holdings Ltd. 210,000$53,718,0001.10%
Mason & Associates Inc 13,765$3,521,1541.04%
BANK HAPOALIM BM 21,415$5,4780.78%
Thrive Capital Management, LLC 5,261$1,345,7900.77%
Financial Freedom, LLC 3,702$947,0670.66%
Carl P. Sherr & Co., LLC 3,381$864,8600.57%
View complete list of ISHARES TR shareholders