IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IAK and the CUSIP is 464288786. A total of 34 filers reported holding ISHARES TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.1%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q1 2023$15,938
+99512.5%
2500.0%0.00%
Q4 2022$16
-100.0%
250
-87.8%
0.00%
-100.0%
Q3 2022$131,0000.0%2,0500.0%0.00%
-25.0%
Q2 2022$131,000
-50.0%
2,050
-50.0%
0.00%
+33.3%
Q1 2022$262,000
+2811.1%
4,100
+3316.7%
0.00%
Q2 2021$9,0000.0%1200.0%0.00%
Q1 2021$9,000
-30.8%
120
-38.5%
0.00%
-100.0%
Q4 2020$13,000
+18.2%
1950.0%0.00%0.0%
Q3 2020$11,000
+10.0%
1950.0%0.00%0.0%
Q2 2020$10,000
-28.6%
195
-29.1%
0.00%0.0%
Q1 2020$14,000
-58.8%
275
-42.1%
0.00%
-66.7%
Q4 2019$34,0000.0%4750.0%0.00%
+50.0%
Q3 2019$34,000
+25.9%
4750.0%0.00%0.0%
Q4 2018$27,000
+170.0%
475
+206.5%
0.00%
Q3 2018$10,0000.0%1550.0%0.00%
Q2 2018$10,000
-95.3%
155
-95.2%
0.00%
-100.0%
Q1 2018$215,0000.0%3,2300.0%0.01%0.0%
Q4 2017$215,000
-10.0%
3,230
-13.8%
0.01%
+11.1%
Q3 2017$239,000
+4.4%
3,748
+2.4%
0.01%
-10.0%
Q2 2017$229,000
-39.1%
3,661
-41.0%
0.01%
-37.5%
Q1 2017$376,000
-7.4%
6,203
-9.3%
0.02%
-20.0%
Q4 2016$406,000
+4975.0%
6,841
+4313.5%
0.02%
Q3 2016$8,000
-42.9%
155
-42.6%
0.00%
-100.0%
Q2 2016$14,0000.0%2700.0%0.00%0.0%
Q4 2015$14,0002700.00%
Other shareholders
ISHARES TR shareholders Q1 2021
NameSharesValueWeighting ↓
Beacon Harbor Wealth Advisors, Inc. 105,897$9,660,0003.15%
Empowered Funds, LLC 140,591$12,825,0001.40%
MARTIN & CO INC /TN/ 39,976$3,647,0000.93%
Capital Advisory Group Advisory Services, LLC 9,092$829,0000.38%
SOUTHERN CAPITAL ADVISORS, LLC 5,766$526,0000.36%
Retirement Planning Co of New England, Inc. 5,158$470,0000.27%
Hills Bank & Trust Co 18,328$1,672,0000.24%
Smith Anglin Financial, LLC 9,946$907,0000.21%
SP Asset Management 20,223$1,845,0000.20%
Wealth Management Solutions, LLC 2,786$254,0000.13%
View complete list of ISHARES TR shareholders