IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IEI and the CUSIP is 464288661. A total of 296 filers reported holding ISHARES TR in Q4 2017. The put-call ratio across all filers is 0.09 and the average weighting 0.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$1,913,392
-53.8%
16,909
-51.4%
0.09%
-5.5%
Q2 2023$4,137,637
+305.3%
34,768
+318.1%
0.09%
+106.8%
Q1 2023$1,020,812
+145730.3%
8,316
+47.0%
0.04%
+131.6%
Q4 2022$700
-99.9%
5,657
+9.2%
0.02%
+18.8%
Q3 2022$633,000
+12.8%
5,180
+12.9%
0.02%
-11.1%
Q2 2022$561,000
-37.3%
4,588
-37.4%
0.02%
+63.6%
Q1 2022$895,000
+265.3%
7,324
+286.9%
0.01%
+120.0%
Q4 2021$245,000
+1.2%
1,893
+2.4%
0.01%0.0%
Q3 2021$242,000
-6.2%
1,849
-6.4%
0.01%0.0%
Q2 2021$258,000
+6.6%
1,975
+6.5%
0.01%0.0%
Q1 2021$242,000
+13.1%
1,854
+14.5%
0.01%
-44.4%
Q4 2020$214,000
-8.9%
1,619
-8.6%
0.01%
-35.7%
Q3 2020$235,000
+11.9%
1,771
+11.5%
0.01%
-17.6%
Q2 2020$210,000
-4.1%
1,588
-4.5%
0.02%
-22.7%
Q1 2020$219,000
+20.3%
1,663
+15.3%
0.02%
+57.1%
Q4 2019$182,000
-86.1%
1,442
-86.0%
0.01%
-83.9%
Q3 2019$1,306,000
+794.5%
10,277
+755.0%
0.09%
+335.0%
Q1 2019$146,000
-67.5%
1,202
-67.6%
0.02%
-25.9%
Q4 2018$449,000
-45.4%
3,706
-46.4%
0.03%
-20.6%
Q3 2018$823,000
-7.3%
6,916
-6.6%
0.03%
-8.1%
Q2 2018$888,000
-29.9%
7,402
-28.6%
0.04%
-35.1%
Q1 2018$1,266,0000.0%10,3640.0%0.06%0.0%
Q4 2017$1,266,000
+1.6%
10,364
+2.7%
0.06%
+16.3%
Q3 2017$1,246,000
+38.0%
10,089
+38.1%
0.05%
+28.9%
Q2 2017$903,000
+57.9%
7,308
+57.1%
0.04%
+52.0%
Q1 2017$572,000
+27.1%
4,651
+26.5%
0.02%
+13.6%
Q4 2016$450,000
-16.0%
3,676
-13.3%
0.02%
-21.4%
Q3 2016$536,000
+7.6%
4,239
+8.4%
0.03%0.0%
Q2 2016$498,000
+241.1%
3,910
+225.3%
0.03%
+40.0%
Q1 2016$146,000
-53.1%
1,202
-52.6%
0.02%
-4.8%
Q4 2015$311,0002,5360.02%
Other shareholders
ISHARES TR shareholders Q4 2017
NameSharesValueWeighting ↓
Freedom Investment Management, Inc. 2,233,642$284,454,00019.38%
Tanglewood Wealth Management, Inc. 303,956$38,709,00014.27%
New Harbor Financial Group, LLC 87,940$11,199,00012.89%
Gunma Bank,Ltd. 201,000$25,597,0009.12%
CAMBRIDGE ASSOCIATES LLC /MA/ /ADV 238,076$30,319,0007.07%
Visionary Asset Management, Inc. 120,853$15,390,0005.46%
MEEDER ASSET MANAGEMENT INC 420,805$53,590,0005.01%
Sage Advisory Services, Ltd.Co. 279,569$35,603,0004.71%
SFMG, LLC 158,630$20,202,0004.51%
COLONY GROUP LLC 287,486$36,611,0004.02%
View complete list of ISHARES TR shareholders