Raymond James Financial Services Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 67 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Raymond James Financial Services Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$477,757
-41.8%
23,477
-33.3%
0.00%0.0%
Q2 2023$821,560
-1.0%
35,179
-1.3%
0.00%
-50.0%
Q1 2023$829,576
-3.5%
35,650
+4.4%
0.00%0.0%
Q4 2022$859,762
-11.2%
34,158
-6.8%
0.00%0.0%
Q3 2022$968,000
-6.5%
36,666
+2.4%
0.00%0.0%
Q2 2022$1,035,000
-46.3%
35,824
-36.0%
0.00%
-50.0%
Q1 2022$1,929,000
+7.2%
55,995
+36.3%
0.00%
+33.3%
Q4 2021$1,800,000
+220.3%
41,093
+270.6%
0.00%
+200.0%
Q3 2021$562,000
+5.2%
11,087
+8.0%
0.00%0.0%
Q2 2021$534,000
+19.7%
10,269
+5.2%
0.00%0.0%
Q1 2021$446,0009,7590.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
Wharton Business Group, LLC 305,905$8,072,0000.55%
Wealthcare Advisory Partners LLC 175,867$4,641,0000.26%
TCG Advisory Services, LLC 24,545$648,0000.20%
Mayflower Financial Advisors, LLC 23,353$616,0000.10%
Opes Wealth Management LLC 7,595$200,0000.08%
Apollon Wealth Management, LLC 30,560$806,0000.07%
L. Roy Papp & Associates, LLP 16,230$428,0000.06%
Stonehage Fleming Financial Services Holdings Ltd 30,000$791,0000.06%
BAKER TILLY WEALTH MANAGEMENT, LLC 16,020$423,0000.06%
Westside Investment Management, Inc. 1,050$21,212,0000.05%
View complete list of ISHARES TR shareholders