Wealthquest Corp - ISHARES TR ownership

ISHARES TR's ticker is IBDN and the CUSIP is 46434VBA7. A total of 217 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Wealthquest Corp ownership history of ISHARES TR
ValueSharesWeighting
Q1 2022$288,0000.0%11,0740.0%0.04%0.0%
Q4 2021$288,000
-32.2%
11,074
-31.8%
0.04%
-38.9%
Q3 2021$425,000
-58.1%
16,235
-58.0%
0.07%
-58.4%
Q2 2021$1,014,000
-37.0%
38,648
-36.8%
0.17%
-42.5%
Q1 2021$1,609,000
-3.1%
61,133
-2.9%
0.30%
-15.2%
Q4 2020$1,660,000
-0.5%
62,9910.0%0.36%
-14.0%
Q3 2020$1,669,000
-5.4%
62,991
-5.7%
0.41%
-8.0%
Q2 2020$1,764,000
-32.8%
66,769
-33.5%
0.45%
-40.3%
Q4 2019$2,625,000
+23.9%
100,332
+23.8%
0.75%
+6.2%
Q3 2019$2,119,00081,0760.71%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
Tillar-Wenstrup Advisors, LLC 286,507$6,971,0003.79%
Matthew Goff Investment Advisor, LLC 342,148$8,324,0003.34%
Day & Ennis, LLC 188,207$4,579,0003.08%
AlphaMark Advisors, LLC 261,040$6,351,0002.56%
Murphy, Middleton, Hinkle & Parker, Inc. 118,894$2,893,0002.04%
Signature Wealth Management Group 105,093$2,549,0001.89%
CORDA Investment Management, LLC. 588,580$14,320,0001.70%
CAPITAL ADVISORS INC/OK 1,138,179$27,692,0001.65%
Camelot Portfolios, LLC 150,275$3,656,0001.65%
Gateway Advisory, LLC 250,135$6,086,0001.60%
View complete list of ISHARES TR shareholders