AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is IFRA and the CUSIP is 46435U713. A total of 317 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is 0.17 and the average weighting 0.2%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,419,243
+3.1%
66,118
+10.1%
0.03%0.0%
Q2 2023$2,346,264
-0.1%
60,038
-4.6%
0.03%
-6.9%
Q1 2023$2,349,000
+9.9%
62,942
+6.8%
0.03%0.0%
Q4 2022$2,137,894
+22.7%
58,960
+9.1%
0.03%
+7.4%
Q3 2022$1,742,000
-6.1%
54,039
-0.9%
0.03%
-3.6%
Q2 2022$1,856,000
+121.5%
54,510
+153.7%
0.03%
+133.3%
Q1 2022$838,000
+21.3%
21,483
+19.0%
0.01%
+20.0%
Q4 2021$691,000
+77.6%
18,059
+58.0%
0.01%
+66.7%
Q3 2021$389,000
+10.2%
11,429
+15.1%
0.01%0.0%
Q2 2021$353,0009,9260.01%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
DOW CHEMICAL CO /DE/ 109,000$4,246,0002.99%
Advocacy Wealth Management Services, LLC 414,495$16,309,0002.84%
BG Investment Services, Inc. 57,674$2,246,0002.20%
Safeguard Investment Advisory Group, LLC 75,151$2,927,0002.00%
Laurel Wealth Planning LLC 65,057$2,534,0001.71%
CFS Investment Advisory Services, LLC 90,134$209,0000.91%
WARNER FINANCIAL, INC 27,918$1,087,0000.88%
Donoghue Forlines LLC 76,272$2,971,0000.64%
SAXON INTERESTS, INC. 30,688$1,195,0000.64%
Column Capital Advisors, LLC 88,044$3,429,0000.63%
View complete list of ISHARES TR shareholders