IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IUSB and the CUSIP is 46434V613. A total of 394 filers reported holding ISHARES TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,422,223
-60.7%
78,286
-57.4%
0.15%
-19.4%
Q2 2023$8,704,208
+91.7%
183,692
+99.4%
0.19%
-3.5%
Q1 2023$4,540,495
+105443.8%
92,100
+5.7%
0.20%
+72.2%
Q4 2022$4,302
-99.9%
87,136
-17.5%
0.12%
-16.7%
Q3 2022$5,304,000
-7.5%
105,570
-9.1%
0.14%
-23.3%
Q2 2022$5,731,000
-24.8%
116,162
-24.8%
0.18%
+89.5%
Q1 2022$7,622,000
+201.6%
154,406
+224.2%
0.10%
+93.9%
Q4 2021$2,527,000
+6.7%
47,630
+7.6%
0.05%
+4.3%
Q3 2021$2,368,000
+7.1%
44,284
+7.2%
0.05%
+2.2%
Q2 2021$2,211,000
+35.3%
41,306
+33.2%
0.05%
+43.8%
Q1 2021$1,634,000
+601.3%
31,014
+625.5%
0.03%
+255.6%
Q4 2020$233,000
-6.0%
4,275
-5.3%
0.01%
-40.0%
Q3 2020$248,000
+9.7%
4,516
+9.3%
0.02%
-16.7%
Q2 2020$226,000
+52.7%
4,132
+41.8%
0.02%
+20.0%
Q1 2020$148,000
+184.6%
2,913
+187.6%
0.02%
+275.0%
Q4 2019$52,000
-20.0%
1,013
-19.4%
0.00%0.0%
Q3 2019$65,000
+306.2%
1,257
+305.5%
0.00%
+100.0%
Q1 2019$16,000
-85.5%
310
-86.1%
0.00%
-71.4%
Q4 2018$110,000
-50.2%
2,237
-50.3%
0.01%
-22.2%
Q3 2018$221,000
+7.3%
4,502
+8.0%
0.01%0.0%
Q2 2018$206,000
+3.0%
4,168
+6.1%
0.01%0.0%
Q1 2018$200,0000.0%3,9270.0%0.01%0.0%
Q4 2017$200,000
-16.3%
3,927
-16.2%
0.01%0.0%
Q3 2017$239,000
+66.0%
4,686
+65.9%
0.01%
+50.0%
Q2 2017$144,000
+128.6%
2,825
+126.4%
0.01%
+100.0%
Q1 2017$63,000
-8.7%
1,248
-8.6%
0.00%0.0%
Q4 2016$69,000
-25.8%
1,366
-23.1%
0.00%
-40.0%
Q3 2016$93,000
-10.6%
1,777
+78.6%
0.01%
-16.7%
Q2 2016$104,000
+550.0%
995
+221.0%
0.01%
+200.0%
Q1 2016$16,0003100.00%
Other shareholders
ISHARES TR shareholders Q3 2021
NameSharesValueWeighting ↓
Williams Financial, LLC 575,429$26,164,75119.51%
MCMORGAN & CO LLC 1,977,443$89,914,34616.91%
Stone House Investment Management, LLC 980,266$44,572,69216.16%
ZRC WEALTH MANAGEMENT, LLC 402,366$18,902,19615.92%
High Falls Advisors, Inc 1,005,004$45,697,52213.03%
ONE Advisory Partners, LLC 486,639$22,127,45812.45%
Copperleaf Capital, LLC 279,828$12,723,78411.92%
Keystone Financial Services 476,707$21,675,87611.07%
Sharkey, Howes & Javer 1,140,763$51,870,5149.82%
TNF LLC 467,300$21,248,1169.27%
View complete list of ISHARES TR shareholders