Freedom Investment Management, Inc. - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 207 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Freedom Investment Management, Inc. ownership history of ISHARES TR
ValueSharesWeighting
Q2 2023$222,878
-8.0%
8,813
-8.4%
0.02%
-7.4%
Q1 2023$242,260
-20.5%
9,617
-21.0%
0.03%
-20.6%
Q4 2022$304,882
-78.2%
12,181
-77.7%
0.03%
-66.7%
Q4 2021$1,399,000
-45.6%
54,505
-44.9%
0.10%
-48.0%
Q3 2021$2,570,000
+2.8%
98,853
+3.0%
0.20%
+5.4%
Q2 2021$2,501,000
+3.1%
95,931
+3.4%
0.19%
-1.1%
Q1 2021$2,425,00092,7790.19%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Trust Co of Kansas 518,671$13,605,0006.90%
TLWM 372,373$9,767,0004.62%
RVW Wealth, LLC 865,627$22,705,0003.83%
PFG Private Wealth Management, LLC 162,349$4,258,0003.71%
Aptus Capital Advisors, LLC 2,526,766$66,129,0003.51%
MV CAPITAL MANAGEMENT, INC. 616,728$16,177,0003.36%
Day & Ennis, LLC 244,561$6,415,0002.79%
Cribstone Capital Management, LLC 124,926$3,277,0002.68%
Camelot Portfolios, LLC 147,186$3,861,0002.41%
Sound View Wealth Advisors Group, LLC 343,846$9,019,0002.38%
View complete list of ISHARES TR shareholders