IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IAT and the CUSIP is 464288778. A total of 153 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.76 and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$33,936
-44.0%
1,010
-28.9%
0.00%
+100.0%
Q2 2023$60,606
+156.9%
1,420
+210.0%
0.00%0.0%
Q1 2023$23,592
+5017.6%
458
-94.9%
0.00%
-91.7%
Q4 2022$461
-99.9%
8,930
-14.0%
0.01%
-14.3%
Q3 2022$538,000
-11.4%
10,389
-11.6%
0.01%
-26.3%
Q2 2022$607,000
-7.3%
11,748
-7.3%
0.02%
+137.5%
Q1 2022$655,000
+644.3%
12,670
+792.9%
0.01%
+300.0%
Q4 2021$88,000
-18.5%
1,419
-20.9%
0.00%0.0%
Q3 2021$108,000
+4.9%
1,795
+0.1%
0.00%0.0%
Q2 2021$103,000
+10.8%
1,794
+10.1%
0.00%0.0%
Q1 2021$93,000
+25.7%
1,630
+0.1%
0.00%
-33.3%
Q4 2020$74,000
+39.6%
1,629
+0.1%
0.00%0.0%
Q3 2020$53,0000.0%1,627
+0.2%
0.00%
-25.0%
Q2 2020$53,000
+8.2%
1,624
+0.3%
0.00%
-20.0%
Q1 2020$49,000
-46.7%
1,619
-11.0%
0.01%
-28.6%
Q4 2019$92,000
+8.2%
1,819
+0.2%
0.01%
+16.7%
Q3 2019$85,000
+136.1%
1,815
+116.8%
0.01%
+20.0%
Q1 2019$36,000
-81.1%
837
-82.6%
0.01%
-58.3%
Q4 2018$190,000
-39.7%
4,806
-25.3%
0.01%
-7.7%
Q3 2018$315,000
-14.2%
6,431
-13.9%
0.01%
-13.3%
Q2 2018$367,000
+72.3%
7,466
+72.5%
0.02%
+50.0%
Q1 2018$213,0000.0%4,3280.0%0.01%0.0%
Q4 2017$213,000
+4.4%
4,328
-0.0%
0.01%
+25.0%
Q3 2017$204,000
-5.6%
4,329
-8.7%
0.01%
-11.1%
Q2 2017$216,000
-11.5%
4,741
-12.8%
0.01%
-18.2%
Q1 2017$244,000
-12.2%
5,439
-11.4%
0.01%
-15.4%
Q4 2016$278,000
+34.3%
6,136
+4.0%
0.01%
+18.2%
Q3 2016$207,000
+12.5%
5,899
+3.8%
0.01%
+10.0%
Q2 2016$184,000
+411.1%
5,681
+578.7%
0.01%
+100.0%
Q1 2016$36,000
-73.1%
837
-78.2%
0.01%
-44.4%
Q4 2015$134,0003,8340.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Barry Investment Advisors, LLC 291,559$9,942,4093.58%
Richard C. Young & CO., LTD. 707,507$23,772,2233.38%
Luken Investment Analytics, LLC 134,081$4,505,1222.61%
Dentgroup LLC 52,879$1,776,7451.31%
Bell Bank 274,316$9,217,0181.01%
Abundance Wealth Counselors 86,419$2,9040.83%
MARTIN & CO INC /TN/ 67,494$2,267,8070.60%
Aft, Forsyth & Sober, LLC 40,000$1,344,0000.57%
MidWestOne Financial Group, Inc. 45,665$1,534,3440.35%
AUGUSTINE ASSET MANAGEMENT INC 20,000$672,0000.31%
View complete list of ISHARES TR shareholders