Archford Capital Strategies, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 6 filers reported holding ISHARES TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Archford Capital Strategies, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$2,898,496
+4.8%
114,294
+4.5%
0.58%
+10.5%
Q2 2023$2,765,807
+17.9%
109,407
+17.3%
0.52%
+7.4%
Q1 2023$2,346,696
-3.9%
93,271
-4.4%
0.49%
-13.0%
Q4 2022$2,442,914
-4.9%
97,599
-5.2%
0.56%
-15.2%
Q3 2022$2,568,000
+23.0%
102,931
+23.7%
0.66%
+26.3%
Q2 2022$2,088,000
-0.3%
83,232
+0.2%
0.52%
+12.4%
Q1 2022$2,095,000
+7.3%
83,050
+9.2%
0.47%
+4.5%
Q4 2021$1,953,000
-0.4%
76,081
+0.9%
0.45%
-3.2%
Q3 2021$1,960,000
+7.6%
75,376
+7.9%
0.46%
+1.3%
Q2 2021$1,821,000
+5.9%
69,845
+6.0%
0.46%
-0.2%
Q1 2021$1,720,000
+7.9%
65,868
+8.4%
0.46%
+24.5%
Q4 2020$1,594,000
-0.5%
60,758
-0.5%
0.37%
-14.5%
Q3 2020$1,602,000
+13.5%
61,085
+13.5%
0.43%
+2.1%
Q2 2020$1,412,000
+52.6%
53,826
+45.5%
0.42%
+16.3%
Q1 2020$925,000
+14.2%
37,004
+16.7%
0.36%
+29.4%
Q4 2019$810,000
+15.2%
31,700
+15.5%
0.28%
+6.5%
Q3 2019$703,000
+5.9%
27,450
+5.0%
0.26%
+8.3%
Q2 2019$664,000
+20.3%
26,135
+18.4%
0.24%
+19.2%
Q1 2019$552,000
+38.0%
22,077
+33.7%
0.20%
+26.1%
Q4 2018$400,000
+20.1%
16,516
+20.5%
0.16%
+33.1%
Q3 2018$333,000
+26.6%
13,703
+26.6%
0.12%
+30.1%
Q2 2018$263,000
+59.4%
10,827
+64.0%
0.09%
+34.8%
Q1 2018$165,000
+258.7%
6,600
+259.7%
0.07%
+305.9%
Q1 2017$46,0001,8350.02%
Other shareholders
ISHARES TR shareholders Q4 2023
NameSharesValueWeighting ↓
TLWM 244,420$5,940,0003.71%
Matthew Goff Investment Advisor, LLC 320,477$7,800,0003.05%
Murphy, Middleton, Hinkle & Parker, Inc. 124,753$3,029,0002.26%
Motley Fool Wealth Management, LLC 1,018,827$24,737,0001.75%
Signature Wealth Management Group 96,313$2,338,0001.73%
Day & Ennis, LLC 91,594$2,224,0001.65%
Gateway Advisory, LLC 235,707$5,723,0001.61%
CAPITAL ADVISORS INC/OK 906,299$22,005,0001.32%
Geneva Partners, LLC 62,972$1,529,0001.21%
Timber Creek Capital Management LLC 73,297$1,779,0001.16%
View complete list of ISHARES TR shareholders