ENVESTNET ASSET MANAGEMENT INC - ISHARES TR ownership

ISHARES TR's ticker is IBDR and the CUSIP is 46435GAA0. A total of 252 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
ENVESTNET ASSET MANAGEMENT INC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$31,454,967
+11.3%
1,347,974
+11.9%
0.01%
+7.7%
Q2 2023$28,262,953
+12.7%
1,204,216
+13.9%
0.01%
+8.3%
Q1 2023$25,080,164
+19.0%
1,056,897
+17.1%
0.01%
+9.1%
Q4 2022$21,083,167
+28.4%
902,919
+27.0%
0.01%
+22.2%
Q3 2022$16,423,000
+51.9%
710,955
+56.4%
0.01%
+50.0%
Q2 2022$10,815,000
+56.9%
454,606
+62.5%
0.01%
+100.0%
Q1 2022$6,894,000
+4.3%
279,684
+10.3%
0.00%0.0%
Q4 2021$6,609,000
+24.8%
253,527
+26.9%
0.00%0.0%
Q3 2021$5,295,000
+19.4%
199,797
+19.9%
0.00%0.0%
Q2 2021$4,433,000
+13.4%
166,576
+12.3%
0.00%0.0%
Q1 2021$3,910,000
+20.9%
148,326
+24.3%
0.00%
+50.0%
Q4 2020$3,235,000
+16.6%
119,352
+15.3%
0.00%0.0%
Q3 2020$2,775,000
-4.4%
103,473
-4.9%
0.00%
-33.3%
Q2 2020$2,902,000
+6.1%
108,768
-2.4%
0.00%0.0%
Q1 2020$2,736,000
-38.5%
111,430
-35.9%
0.00%
-40.0%
Q4 2019$4,447,000
+38.8%
173,930
+38.2%
0.01%
+25.0%
Q3 2019$3,204,000
-1.8%
125,812
-3.4%
0.00%0.0%
Q2 2019$3,263,000
+10.0%
130,197
+6.4%
0.00%0.0%
Q1 2019$2,966,000
-4.5%
122,351
-9.2%
0.00%
-20.0%
Q4 2018$3,105,000
-41.8%
134,821
-41.2%
0.01%
-44.4%
Q3 2018$5,339,000
-57.6%
229,322
-55.3%
0.01%
-67.9%
Q4 2017$12,582,000
-0.7%
512,724
-0.3%
0.03%
-6.7%
Q3 2017$12,674,000514,3580.03%
Other shareholders
ISHARES TR shareholders Q3 2023
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 203,764$5,522,0004.23%
CAPITAL ADVISORS INC/OK 3,025,649$82,000,0002.92%
BRANDYWINE OAK PRIVATE WEALTH LLC 540,662$14,652,0002.23%
Signature Wealth Management Group 120,309$3,261,0002.06%
Gateway Advisory, LLC 286,959$7,777,0001.69%
SIGMA INVESTMENT COUNSELORS INC 698,661$18,935,0001.63%
Peloton Wealth Strategists 106,200$2,878,0001.43%
Praetorian Wealth Management, Inc. 103,858$2,814,0001.08%
Capital Investment Advisors, LLC 563,066$15,260,0000.64%
WRAPMANAGER INC 76,735$2,080,0000.61%
View complete list of ISHARES TR shareholders