AVANTAX ADVISORY SERVICES, INC. - ISHARES TR ownership

ISHARES TR's ticker is USXF and the CUSIP is 46436E767. A total of 162 filers reported holding ISHARES TR in Q3 2023. 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$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 Q3 2023
NameSharesValueWeighting ↓
Financial Connections Group, Inc. 172,373$5,9747.37%
Optas, LLC 94,151$3,263,6311.09%
Sharkey, Howes & Javer 131,147$4,545,5550.87%
Walkner Condon Financial Advisors LLC 94,541$3,276,8730.87%
One Wealth Advisors, LLC 112,707$3,906,4250.87%
GenWealth Group, Inc. 74,750$2,590,8350.79%
VERITY Wealth Advisors 20,983$727,2710.68%
TCWP LLC 24,940$864,4120.66%
Crew Capital Management, Ltd. 16,916$586,3090.63%
SigFig Wealth Management, LLC 439,686$15,239,4770.61%
View complete list of ISHARES TR shareholders