AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 129 filers reported holding ISHARES TR in Q1 2022. 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
Q3 2023$823,648
+0.7%
23,764
+4.4%
0.01%0.0%
Q2 2023$818,233
+7.7%
22,760
-1.0%
0.01%0.0%
Q1 2023$760,067
+64.8%
22,984
+52.8%
0.01%
+50.0%
Q4 2022$461,087
+9.3%
15,039
-0.2%
0.01%0.0%
Q3 2022$422,000
-9.4%
15,067
-3.4%
0.01%
-14.3%
Q2 2022$466,000
-11.1%
15,591
+5.8%
0.01%0.0%
Q1 2022$524,000
+39.0%
14,735
+54.1%
0.01%
+16.7%
Q4 2021$377,000
+66.1%
9,564
+52.1%
0.01%
+50.0%
Q3 2021$227,0006,2890.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
One Wealth Advisors, LLC 76,430$2,775,0000.88%
Walkner Condon Financial Advisors LLC 47,451$1,726,0000.63%
Horst & Graben Wealth Management LLC 41,238$1,497,0000.42%
Capital CS Group, LLC 13,220$480,0000.39%
SPINNAKER TRUST 148,384$5,387,0000.38%
RETIREMENT CAPITAL STRATEGIES 22,538$818,0000.31%
Goodwin Investment Advisory 6,593$241,0000.26%
55I, LLC 184,708$6,705,0000.24%
Financial Advisors, LLC 17,739$644,0000.23%
Sharkey, Howes & Javer 20,746$753,0000.20%
View complete list of ISHARES TR shareholders