Baltimore-Washington Financial Advisors, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Baltimore-Washington Financial Advisors, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$6,171,789
+3.4%
253,254
+3.5%
0.50%
+5.1%
Q2 2023$5,967,454
+200.3%
244,768
+202.1%
0.48%
+171.4%
Q1 2023$1,987,470
+89.4%
81,022
+87.8%
0.18%
+69.9%
Q4 2022$1,049,40843,1500.10%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TLWM 319,416$8,265,0004.25%
Gateway Advisory, LLC 282,327$7,307,0002.48%
CAPITAL ADVISORS INC/OK 1,772,633$45,397,0002.24%
Signature Wealth Management Group 112,353$2,908,0001.92%
Motley Fool Wealth Management, LLC 975,507$25,246,0001.67%
Day & Ennis, LLC 117,665$3,045,0001.57%
Capital Investment Advisors, LLC 1,065,165$27,566,0001.44%
Aptus Capital Advisors, LLC 811,145$20,935,0001.17%
SIGMA INVESTMENT COUNSELORS INC 374,538$9,693,0001.10%
Ranch Capital Advisors Inc. 36,679$949,0001.02%
View complete list of ISHARES TR shareholders