NAPLES GLOBAL ADVISORS, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 84 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
NAPLES GLOBAL ADVISORS, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q4 2021$296,000
-13.7%
6,7650.0%0.03%
-24.4%
Q3 2021$343,000
-2.6%
6,7650.0%0.04%
-8.2%
Q2 2021$352,000
+13.9%
6,7650.0%0.05%
+4.3%
Q1 2021$309,000
+4.7%
6,765
+5.5%
0.05%
-6.0%
Q4 2020$295,000
+23.4%
6,415
+4.7%
0.05%
+6.4%
Q3 2020$239,0006,1250.05%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
RETIREMENT CAPITAL STRATEGIES 79,806$3,496,0001.28%
STRATEGIC WEALTH MANAGEMENT INC 43,546$1,908,0000.94%
Sharkey, Howes & Javer 62,112$2,721,0000.62%
Congress Park Capital LLC 17,437$764,0000.38%
Wharton Business Group, LLC 138,135$6,052,0000.37%
Wolf Group Capital Advisors 50,415$2,209,0000.36%
TCG Advisory Services, LLC 35,319$1,547,0000.36%
Wealthcare Advisory Partners LLC 130,907$5,735,0000.34%
WILLNER & HELLER, LLC 4,132$210,0000.28%
S.C. Financial Services, Inc. 5,947$225,0000.26%
View complete list of ISHARES TR shareholders