IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is INDA and the CUSIP is 46429B598. A total of 315 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 1.67 and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$238,350
-43.1%
5,390
-50.1%
0.01%
+22.2%
Q2 2023$418,948
+155.0%
10,810
+122.4%
0.01%
+28.6%
Q1 2023$164,315
+86839.2%
4,860
-10.7%
0.01%
+40.0%
Q4 2022$189
-99.9%
5,445
+3.7%
0.01%0.0%
Q3 2022$182,000
+17.4%
5,251
+17.4%
0.01%0.0%
Q2 2022$155,000
-1.3%
4,474
-0.3%
0.01%
+150.0%
Q1 2022$157,000
+7750.0%
4,489
+29826.7%
0.00%
Q4 2021$2,0000.0%150.0%0.00%
Q3 2021$2,000150.00%
Q2 2021$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q1 2021$46,0001,0970.00%
Q4 2020$000.00%
Q3 2020$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q2 2020$215,000
+1.9%
7,293
-13.2%
0.02%
-19.0%
Q1 2020$211,0008,4030.02%
Q4 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q3 2019$273,000
+35.8%
8,200
+42.8%
0.02%
-33.3%
Q1 2019$201,000
+50.0%
5,743
+43.3%
0.03%
+237.5%
Q4 2018$134,000
-51.8%
4,009
-53.2%
0.01%
-27.3%
Q3 2018$278,000
-24.5%
8,560
-22.5%
0.01%
-26.7%
Q2 2018$368,000
-22.9%
11,041
-16.5%
0.02%
-31.8%
Q1 2018$477,0000.0%13,2270.0%0.02%0.0%
Q4 2017$477,000
-0.4%
13,227
-9.4%
0.02%
+15.8%
Q3 2017$479,000
-14.8%
14,594
-16.6%
0.02%
-20.8%
Q2 2017$562,000
+81.9%
17,506
+78.1%
0.02%
+84.6%
Q1 2017$309,000
+79.7%
9,827
+52.7%
0.01%
+62.5%
Q4 2016$172,000
+43.3%
6,434
+58.2%
0.01%
+33.3%
Q3 2016$120,000
+200.0%
4,068
+185.5%
0.01%
+200.0%
Q2 2016$40,000
-80.1%
1,425
-75.2%
0.00%
-92.6%
Q1 2016$201,000
+3250.0%
5,743
+2687.9%
0.03%
Q4 2015$6,0002060.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Euclidean Capital LLC 4,850,288$214,479,73623.40%
Glovista Investments LLC 554,048$24,639,06914.62%
Virtus Fund Advisers, LLC 40,789$1,803,69012.78%
SUN LIFE FINANCIAL INC 2,426,800$107,3137.90%
Lake Hills Wealth Management, LLC 158,106$6,991,4477.08%
Rice Partnership, LLC 492,523$21,779,3676.16%
PEAK FINANCIAL ADVISORS LLC 119,340$5,277,2155.70%
Watershed Asset Management, L.L.C. 100,000$4,422,0005.21%
PRIMORIS WEALTH ADVISORS, LLC 89,267$3,947,3854.77%
INTREPID FAMILY OFFICE LLC 50,000$2,211,0003.54%
View complete list of ISHARES TR shareholders