FORVIS Wealth Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 204 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
FORVIS Wealth Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$903,0000.0%36,0890.0%0.04%
-2.7%
Q2 2022$903,000
-0.1%
36,0890.0%0.04%
-2.6%
Q1 2022$904,000
-5.4%
36,089
-5.1%
0.04%
-5.0%
Q4 2021$956,000
-10.2%
38,037
-9.5%
0.04%
-18.4%
Q3 2021$1,064,000
-0.4%
42,0370.0%0.05%
-2.0%
Q2 2021$1,068,000
-0.2%
42,0370.0%0.05%
-5.7%
Q1 2021$1,070,000
-0.5%
42,0370.0%0.05%
-1.9%
Q4 2020$1,075,000
-0.2%
42,0370.0%0.05%
-14.3%
Q3 2020$1,077,000
+4.7%
42,037
+4.9%
0.06%
-6.0%
Q2 2020$1,029,000
-5.2%
40,089
-8.4%
0.07%
-24.7%
Q1 2020$1,085,000
-25.7%
43,762
-24.3%
0.09%
-15.2%
Q4 2019$1,461,000
+13.0%
57,776
+13.2%
0.10%
+1.9%
Q3 2019$1,293,000
+53.9%
51,051
+53.3%
0.10%
+51.5%
Q2 2019$840,00033,3040.07%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Aptus Capital Advisors, LLC 3,404,125$87,043,0003.99%
Tillar-Wenstrup Advisors, LLC 252,808$6,464,0003.35%
PFG Private Wealth Management, LLC 165,915$4,242,0003.25%
MV CAPITAL MANAGEMENT, INC. 605,722$15,488,0002.94%
RVW Wealth, LLC 744,575$19,000,0002.79%
AlphaMark Advisors, LLC 280,119$7,163,0002.74%
Day & Ennis, LLC 251,194$6,423,0002.55%
Cribstone Capital Management, LLC 144,078$3,684,0002.52%
Matthew Goff Investment Advisor, LLC 286,673$7,330,0002.18%
SONATA CAPITAL GROUP INC 170,029$4,348,0002.15%
View complete list of ISHARES TR shareholders