Avidian Wealth Solutions, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDP and the CUSIP is 46434VBG4. A total of 192 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
Avidian Wealth Solutions, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2022$249,000
-3.9%
10,229
-2.2%
0.02%0.0%
Q2 2022$259,000
-9.8%
10,460
-8.5%
0.02%0.0%
Q1 2022$287,00011,4310.02%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
Gateway Advisory, LLC 999,372$24,335,0006.03%
Paradigm, Strategies in Wealth Management, LLC 234,436$5,709,0005.21%
Tillar-Wenstrup Advisors, LLC 394,512$9,606,0004.80%
PFG Private Wealth Management, LLC 285,412$6,950,0004.56%
Windsor Capital Management, LLC 445,699$10,852,0004.06%
Signature Wealth Management Group 285,826$6,960,0003.54%
Cribstone Capital Management, LLC 214,655$5,227,0003.23%
Summit Asset Management, LLC 398,831$9,712,0003.14%
Peloton Wealth Strategists 244,200$5,946,0003.09%
SONATA CAPITAL GROUP INC 228,415$5,562,0003.06%
View complete list of ISHARES TR shareholders