Dakota Wealth Management - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 276 filers reported holding ISHARES TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Dakota Wealth Management ownership history of ISHARES TR
ValueSharesWeighting
Q2 2024$540,581
+0.2%
21,7450.0%0.01%0.0%
Q1 2024$539,494
-2.4%
21,745
-2.6%
0.01%
-38.1%
Q4 2023$552,644
-0.1%
22,320
-1.7%
0.02%
-12.5%
Q3 2023$553,199
-0.0%
22,7000.0%0.02%
-7.7%
Q2 2023$553,426
-0.6%
22,7000.0%0.03%
-29.7%
Q1 2023$556,831
+0.9%
22,7000.0%0.04%
-5.1%
Q4 2022$552,064
-3.3%
22,700
-4.0%
0.04%
-15.2%
Q3 2022$571,000
-27.1%
23,655
-25.4%
0.05%
-36.1%
Q2 2022$783,000
+0.9%
31,695
+3.1%
0.07%
+14.3%
Q1 2022$776,00030,7400.06%
Other shareholders
ISHARES TR shareholders Q2 2023
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