Allworth Financial LP - ISHARES TR ownership

ISHARES TR's ticker is IDRV and the CUSIP is 46435U366. A total of 94 filers reported holding ISHARES TR in Q1 2024. The put-call ratio across all filers is 0.33 and the average weighting 0.0%.

Quarter-by-quarter ownership
Allworth Financial LP ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$9,266
-35.8%
307
-33.1%
0.00%
Q1 2024$14,427
-12.0%
4590.0%0.00%
Q4 2023$16,401
-3.9%
4590.0%0.00%
Q3 2023$17,071
-9.1%
4590.0%0.00%
Q2 2023$18,778
+6.6%
4590.0%0.00%
Q1 2023$17,608
+29.5%
459
+14.2%
0.00%
Q4 2022$13,592
+4.6%
402
+0.2%
0.00%
Q3 2022$13,000
-13.3%
4010.0%0.00%
Q2 2022$15,000
+25.0%
401
+61.7%
0.00%
Q1 2022$12,000
+20.0%
248
+31.2%
0.00%
Q4 2021$10,000
+11.1%
1890.0%0.00%
Q3 2021$9,000
+350.0%
189
+361.0%
0.00%
Q2 2021$2,0000.0%410.0%0.00%
Q1 2021$2,000410.00%
Other shareholders
ISHARES TR shareholders Q1 2024
NameSharesValueWeighting ↓
H&H Retirement Design & Management INC 28,152$860,3380.53%
Laidlaw Wealth Management LLC 15,666$446,7940.24%
Biltmore Family Office, LLC 45,489$1,297,3610.24%
Strategic Advocates LLC 13,200$376,4640.15%
Highland Financial Advisors, LLC 8,558$2440.09%
Peoples Bank/KS 2,678$76,3750.06%
TCG Advisory Services, LLC 16,771$478,2950.02%
WR Wealth Planners, LLC 1,888$53,8470.02%
CX Institutional 11,438$326,2130.02%
GPS Wealth Strategies Group, LLC 2,276$64,9160.01%
View complete list of ISHARES TR shareholders