Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IMTM and the CUSIP is 46434V449. A total of 99 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$600,701
-8.3%
19,082
-3.3%
0.04%
-2.3%
Q2 2023$655,226
-1.0%
19,736
-3.6%
0.04%
+19.4%
Q1 2023$661,870
+34.1%
20,479
+28.0%
0.04%
+12.5%
Q4 2022$493,445
+17.2%
16,005
+2.1%
0.03%
+6.7%
Q3 2022$421,000
-10.2%
15,675
+0.1%
0.03%
-9.1%
Q2 2022$469,000
+120.2%
15,666
+160.9%
0.03%
+153.8%
Q1 2022$213,0006,0040.01%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
STRINGER ASSET MANAGEMENT, LLC 78,392$2,074,0003.46%
Ackerman Capital Advisors, LLC 286,220$7,573,0002.95%
Armbruster Capital Management, Inc. 230,525$6,100,0002.87%
Kathmere Capital Management, LLC 286,240$7,574,0002.75%
Beacon Harbor Wealth Advisors, Inc. 110,945$2,936,0002.22%
MERCER GLOBAL ADVISORS INC /ADV 2,683,651$71,009,0001.56%
ATLAS CAPITAL ADVISORS LLC 186,952$4,946,750,0001.47%
OmniStar Financial Group, Inc. 44,310$1,172,0001.15%
FAS Wealth Partners, Inc. 128,678$3,405,0000.60%
MANAGED ACCOUNT SERVICES INC 33,535$842,0000.41%
View complete list of ISHARES TR shareholders