Advisors Capital Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 175 filers reported holding ISHARES TR in Q3 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Advisors Capital Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$21,809
-1.6%
907,572
+0.3%
0.55%
+4.5%
Q2 2023$22,162
+172.7%
904,562
+177.6%
0.53%
+150.7%
Q1 2023$8,128
+7.6%
325,906
+4.8%
0.21%
+2.9%
Q4 2022$7,552
-99.9%
310,900
+8.2%
0.20%
+10.8%
Q3 2022$6,940,000287,2450.18%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders