AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is DMXF and the CUSIP is 46436E759. A total of 153 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
AVANTAX ADVISORY SERVICES, INC. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$677,829
+8.6%
10,053
+9.8%
0.01%
-16.7%
Q1 2024$623,985
+22.6%
9,159
+14.9%
0.01%
+20.0%
Q4 2023$509,100
+13.2%
7,970
+1.2%
0.01%0.0%
Q3 2023$449,793
-5.4%
7,879
+1.0%
0.01%0.0%
Q2 2023$475,293
+13.0%
7,803
+10.6%
0.01%0.0%
Q1 2023$420,580
+32.0%
7,058
+20.2%
0.01%
+25.0%
Q4 2022$318,644
+40.4%
5,871
+20.2%
0.00%
+33.3%
Q3 2022$227,000
+0.4%
4,884
+12.6%
0.00%0.0%
Q2 2022$226,000
-17.8%
4,336
-3.6%
0.00%
-25.0%
Q1 2022$275,000
+32.2%
4,500
+48.9%
0.00%
+33.3%
Q4 2021$208,0003,0230.00%
Other shareholders
ISHARES TR shareholders Q2 2023
NameSharesValueWeighting ↓
Walkner Condon Financial Advisors LLC 23,033$1,561,0000.57%
One Wealth Advisors, LLC 18,236$1,235,0000.39%
Compton Wealth Advisory Group, LLC 11,200$758,0000.35%
Horst & Graben Wealth Management LLC 15,717$1,064,0000.30%
Capital CS Group, LLC 4,846$328,0000.27%
FLOW TRADERS U.S. LLC 68,243$4,620,0000.23%
Leonard Rickey Investment Advisors P.L.L.C. 6,794$463,0000.20%
OLD MISSION CAPITAL LLC 72,120$4,883,0000.16%
Goodwin Investment Advisory 1,953$133,0000.14%
Sharkey, Howes & Javer 7,369$499,0000.13%
View complete list of ISHARES TR shareholders