AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 312 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,827,316
+4.3%
65,671
+9.3%
0.04%
+2.4%
Q2 2023$3,671,256
+14.5%
60,066
+13.3%
0.04%
+7.7%
Q1 2023$3,205,183
+1.9%
53,005
-5.7%
0.04%
-7.1%
Q4 2022$3,145,552
+27.2%
56,191
+9.8%
0.04%
+10.5%
Q3 2022$2,472,000
+2.3%
51,180
+13.8%
0.04%
+5.6%
Q2 2022$2,416,000
-3.6%
44,955
+14.2%
0.04%
+5.9%
Q1 2022$2,507,000
+10.0%
39,358
+16.6%
0.03%0.0%
Q4 2021$2,280,000
+9.6%
33,749
+8.1%
0.03%
-2.9%
Q3 2021$2,081,000
+21.0%
31,221
+22.5%
0.04%
+12.9%
Q2 2021$1,720,000
+16.5%
25,482
+11.4%
0.03%
-3.1%
Q1 2021$1,476,000
-6.3%
22,866
-10.4%
0.03%
-13.5%
Q4 2020$1,575,000
+28.0%
25,533
+11.9%
0.04%
+85.0%
Q3 2020$1,230,000
+64.9%
22,823
+57.2%
0.02%
-9.1%
Q2 2020$746,000
+9.2%
14,517
-6.0%
0.02%
+10.0%
Q1 2020$683,00015,4360.02%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
Bank of Finland 8,471,570$539,046,00033.11%
TFC Financial Management, Inc. 1,072,650$68,253,00019.47%
WIPFLI FINANCIAL ADVISORS LLC, 2,579,866$164,156,891,00016.57%
AAF Wealth Management, LLC 271,414$17,350,00011.40%
Heritage Financial Services, LLC 185,121$11,779,0007.70%
Trust Co 572,922$36,455,0007.11%
Global Strategic Investment Solutions, LLC 1,634,141$103,980,0006.50%
Capital Asset Advisory Services LLC 845,952$53,828,0005.73%
MCF Advisors LLC 941,651$59,917,0005.63%
ARROW FINANCIAL CORP 648,259$41,249,0004.94%
View complete list of ISHARES TR shareholders