Cetera Advisors LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 102 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Cetera Advisors LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$371,744
+7.4%
15,470
+9.5%
0.01%
+20.0%
Q2 2023$346,210
+8.0%
14,131
+9.9%
0.01%0.0%
Q1 2023$320,554
+2.7%
12,8530.0%0.01%
-16.7%
Q4 2022$312,199
-10.3%
12,853
-12.2%
0.01%
-33.3%
Q3 2022$348,000
-4.7%
14,6390.0%0.01%
+12.5%
Q2 2022$365,000
-4.5%
14,639
+1.0%
0.01%0.0%
Q1 2022$382,000
-6.8%
14,4890.0%0.01%0.0%
Q4 2021$410,000
-1.7%
14,489
-0.4%
0.01%0.0%
Q3 2021$417,000
+1.7%
14,547
+2.5%
0.01%
-20.0%
Q2 2021$410,000
+4.1%
14,189
+2.0%
0.01%
-9.1%
Q1 2021$394,000
+4.8%
13,914
+9.4%
0.01%
-8.3%
Q4 2020$376,000
+26.6%
12,714
+24.5%
0.01%
+9.1%
Q3 2020$297,000
+43.5%
10,212
+42.2%
0.01%
+22.2%
Q2 2020$207,000
+2200.0%
7,182
+1981.7%
0.01%
Q1 2019$9,0003450.00%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 121,708$3,038,0002.85%
PFG Private Wealth Management, LLC 196,142$4,896,0002.75%
Aptus Capital Advisors, LLC 3,823,959$95,446,0002.48%
Legacy CG, LLC 123,491$3,082,0002.12%
Peloton Wealth Strategists 161,000$4,019,0001.96%
Signature Wealth Management Group 146,735$3,663,0001.78%
Matthew Goff Investment Advisor, LLC 263,456$6,576,0001.77%
SIGMA INVESTMENT COUNSELORS INC 807,617$20,158,0001.64%
CAPITAL ADVISORS INC/OK 1,664,198$41,538,0001.25%
Bradley & Co. Private Wealth Management, LLC 44,247$1,105,0001.22%
View complete list of ISHARES TR shareholders