Segment Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 161 filers reported holding ISHARES TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Segment Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$1,534,807
+2.3%
61,738
+2.1%
0.11%
-0.9%
Q1 2024$1,500,583
+11.3%
60,483
+11.1%
0.11%
-4.2%
Q4 2023$1,348,504
+35.1%
54,463
+32.9%
0.12%
+17.8%
Q3 2023$998,512
+1.8%
40,973
+1.9%
0.10%0.0%
Q2 2023$980,637
-0.4%
40,223
+0.2%
0.10%
-9.0%
Q1 2023$984,953
+24.6%
40,153
+23.6%
0.11%
+22.0%
Q4 2022$790,230
+59.6%
32,493
+58.5%
0.09%
+46.8%
Q3 2022$495,000
-2.2%
20,5000.0%0.06%
-3.1%
Q2 2022$506,000
-2.3%
20,5000.0%0.06%
+20.8%
Q1 2022$518,000
-2.4%
20,500
+2.0%
0.05%
-5.4%
Q4 2021$531,000
+50.0%
20,100
+52.3%
0.06%
+33.3%
Q3 2021$354,000
+4.1%
13,200
+4.8%
0.04%
+5.0%
Q2 2021$340,000
-6.8%
12,600
-7.4%
0.04%
-16.7%
Q1 2021$365,000
-3.9%
13,600
-2.2%
0.05%
-12.7%
Q4 2020$380,000
+12.4%
13,900
+11.5%
0.06%0.0%
Q3 2020$338,000
+17.0%
12,470
+16.5%
0.06%
+3.8%
Q2 2020$289,000
+19.9%
10,700
+15.1%
0.05%
+29.3%
Q4 2019$241,0000.0%9,3000.0%0.04%
-12.8%
Q3 2019$241,000
+1.3%
9,3000.0%0.05%
-2.1%
Q2 2019$238,000
+3.0%
9,3000.0%0.05%
-2.0%
Q1 2019$231,000
+5.5%
9,3000.0%0.05%
-10.9%
Q4 2018$219,000
-1.4%
9,3000.0%0.06%
+14.6%
Q3 2018$222,000
-0.4%
9,3000.0%0.05%
-9.4%
Q2 2018$223,000
-1.3%
9,3000.0%0.05%
-5.4%
Q1 2018$226,0009,3000.06%
Other shareholders
ISHARES TR shareholders Q2 2021
NameSharesValueWeighting ↓
TLWM 326,446$8,466,0004.07%
PFG Private Wealth Management, LLC 114,473$2,969,0002.65%
RVW Wealth, LLC 379,614$9,847,0002.15%
Signature Wealth Management Group 115,898$3,006,0001.90%
Gateway Advisory, LLC 281,776$7,309,0001.80%
Aptus Capital Advisors, LLC 967,675$25,101,0001.78%
Day & Ennis, LLC 122,090$3,167,0001.55%
Motley Fool Wealth Management, LLC 966,477$25,070,0001.50%
Capital Investment Advisors, LLC 1,074,360$28,016,0001.35%
SIGMA INVESTMENT COUNSELORS INC 437,341$11,345,0001.19%
View complete list of ISHARES TR shareholders