AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IPAC and the CUSIP is 46434V696. A total of 90 filers reported holding ISHARES TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$314,098
+4.3%
5,649
+7.7%
0.00%
+33.3%
Q2 2023$301,177
+16.9%
5,244
+15.2%
0.00%0.0%
Q1 2023$257,618
-30.3%
4,554
-33.9%
0.00%
-40.0%
Q4 2022$369,838
-17.1%
6,891
-25.9%
0.01%
-28.6%
Q3 2022$446,000
-51.1%
9,300
-47.0%
0.01%
-50.0%
Q2 2022$912,000
-23.7%
17,538
-10.8%
0.01%
-12.5%
Q1 2022$1,195,000
-18.7%
19,651
-14.6%
0.02%
-27.3%
Q4 2021$1,470,000
+14.9%
23,015
+20.6%
0.02%
+4.8%
Q3 2021$1,279,000
+19.0%
19,079
+17.9%
0.02%
+5.0%
Q2 2021$1,075,000
+8.4%
16,189
+8.6%
0.02%
-4.8%
Q1 2021$992,000
-0.8%
14,912
-4.1%
0.02%
-12.5%
Q4 2020$1,000,000
+37.2%
15,545
+20.6%
0.02%
+100.0%
Q3 2020$729,000
+9.6%
12,895
+2.1%
0.01%
-36.8%
Q2 2020$665,000
+29.4%
12,635
+14.0%
0.02%
+26.7%
Q1 2020$514,000
+148.3%
11,087
+213.7%
0.02%
+200.0%
Q4 2019$207,0003,5340.01%
Other shareholders
ISHARES TR shareholders Q2 2020
NameSharesValueWeighting ↓
Ratio Wealth Group 176,457$11,815,5613.88%
Elm Partners Management LLC 410,496$27,487,0003.67%
Advisory Services & Investments, LLC 44,518$2,981,0001.96%
Barber Financial Group, Inc. 152,490$10,211,0001.32%
Columbus Macro, LLC 48,081$3,219,0001.06%
Mandatum Life Insurance Co Ltd 77,876$5,215,0000.97%
Portfolio Solutions, LLC 91,527$6,129,0000.76%
THRIVENT FINANCIAL FOR LUTHERANS 5,621,741$373,006,0000.76%
Smithfield Trust Co 144,786$9,699,0000.64%
OLD MISSION CAPITAL LLC 230,156$15,411,0000.62%
View complete list of ISHARES TR shareholders