Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IQLT and the CUSIP is 46434V456. A total of 296 filers reported holding ISHARES TR in Q4 2021. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2022$253,402
+17.3%
7,823
+0.7%
0.02%
+6.2%
Q3 2022$216,000
-19.1%
7,772
-10.1%
0.02%
-15.8%
Q2 2022$267,000
-92.7%
8,644
-91.3%
0.02%
-91.6%
Q1 2022$3,670,000
+348.7%
99,545
+379.2%
0.22%
+341.2%
Q4 2021$818,00020,7740.05%
Other shareholders
ISHARES TR shareholders Q4 2021
NameSharesValueWeighting ↓
Abundance Wealth Counselors 814,143$30,840,00018.02%
BRR OpCo, LLC 2,401,368$90,964,00010.36%
Richard P Slaughter Associates Inc 414,622$15,705,0006.22%
TOBIAS FINANCIAL ADVISORS, INC. 387,162$14,666,0005.48%
Richard Bernstein Advisors LLC 7,170,258$271,609,0005.48%
Klaas Financial Asset Advisors, LLC 530,229$20,085,0004.90%
Retirement Planning Group, LLC 1,087,228$41,184,0004.68%
MBA Advisors LLC 161,053$6,101,0004.50%
Allen Capital Group, LLC 589,629$22,335,0004.48%
Insight Wealth Strategies, LLC 760,574$28,811,0004.05%
View complete list of ISHARES TR shareholders