Motley Fool Wealth Management, LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDO and the CUSIP is 46434VAX8. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Motley Fool Wealth Management, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$8,908,069
+4.0%
351,338
+3.7%
0.52%
+2.2%
Q2 2023$8,564,502
+3.4%
338,708
+3.0%
0.50%
-2.3%
Q1 2023$8,285,230
-1.2%
328,910
-1.8%
0.52%
-11.3%
Q4 2022$8,386,479
-62.5%
335,062
-62.5%
0.58%
-63.9%
Q1 2020$22,343,000
-8.1%
893,730
-6.1%
1.61%
+10.5%
Q4 2019$24,322,000
-1.1%
951,551
-0.9%
1.46%
-10.1%
Q3 2019$24,587,000
-1.5%
960,443
-2.2%
1.62%
+3.8%
Q2 2019$24,959,000
-2.0%
982,245
-3.5%
1.56%
-4.6%
Q1 2019$25,460,000
-1.5%
1,018,010
-4.8%
1.64%
-16.8%
Q4 2018$25,857,000
-0.3%
1,068,906
+0.2%
1.97%
+18.7%
Q3 2018$25,933,000
+4.8%
1,067,203
+4.7%
1.66%
-5.0%
Q2 2018$24,737,000
+40.0%
1,018,827
+41.2%
1.75%
+34.1%
Q1 2018$17,669,000
+26.8%
721,784
+29.9%
1.30%
+21.5%
Q4 2017$13,933,000
+6.3%
555,782
+7.6%
1.07%
-4.0%
Q3 2017$13,108,000
+110.1%
516,688
+108.8%
1.12%
+97.3%
Q2 2017$6,238,000
+4.6%
247,444
+3.3%
0.57%
-1.4%
Q1 2017$5,964,000239,4240.57%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 544,910$13,988,00014.17%
Aptus Capital Advisors, LLC 7,490,135$192,272,0005.77%
Tillar-Wenstrup Advisors, LLC 398,503$10,230,0004.82%
NovaPoint Capital, LLC 517,808$13,292,0004.76%
TLWM 352,525$9,049,0003.03%
PFG Private Wealth Management, LLC 210,577$5,406,0002.79%
Cribstone Capital Management, LLC 192,296$4,936,0002.74%
RVW Wealth, LLC 934,641$23,992,0002.68%
SONATA CAPITAL GROUP INC 247,322$6,349,0002.66%
Madden Advisory Services, Inc. 127,206$3,265,0002.14%
View complete list of ISHARES TR shareholders