IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBDQ and the CUSIP is 46434VBD1. A total of 195 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$5,086,456
-53.4%
208,715
-53.8%
0.23%
-4.2%
Q2 2023$10,905,168
+76.7%
451,562
+75.0%
0.24%
-11.2%
Q1 2023$6,171,875
+120186.0%
258,020
+20.7%
0.27%
+96.4%
Q4 2022$5,131
-99.6%
213,790
+268.9%
0.14%
+280.6%
Q3 2022$1,386,000
+2980.0%
57,950
+3012.2%
0.04%
+3500.0%
Q2 2022$45,0000.0%1,8620.0%0.00%0.0%
Q1 2022$45,000
-26.2%
1,862
-19.3%
0.00%0.0%
Q4 2021$61,000
-1.6%
2,3070.0%0.00%0.0%
Q3 2021$62,0000.0%2,3070.0%0.00%0.0%
Q2 2021$62,0000.0%2,3070.0%0.00%0.0%
Q1 2021$62,000
+287.5%
2,307
+287.7%
0.00%0.0%
Q4 2020$16,0000.0%5950.0%0.00%0.0%
Q3 2020$16,000
-66.0%
595
-65.6%
0.00%
-75.0%
Q2 2020$47,000
+9.3%
1,7290.0%0.00%0.0%
Q1 2020$43,000
+48.3%
1,729
+52.5%
0.00%
+100.0%
Q4 2019$29,0000.0%1,1340.0%0.00%0.0%
Q3 2019$29,000
+7.4%
1,1340.0%0.00%0.0%
Q4 2018$27,000
-65.4%
1,134
-65.0%
0.00%
-33.3%
Q3 2018$78,000
+34.5%
3,243
+34.5%
0.00%
+50.0%
Q2 2018$58,0000.0%2,411
+4.5%
0.00%
-33.3%
Q1 2018$58,0000.0%2,3070.0%0.00%0.0%
Q4 2017$58,0000.0%2,3070.0%0.00%
+50.0%
Q3 2017$58,0000.0%2,3070.0%0.00%0.0%
Q2 2017$58,000
+107.1%
2,307
+103.4%
0.00%
+100.0%
Q1 2017$28,0000.0%1,1340.0%0.00%0.0%
Q4 2016$28,000
-3.4%
1,1340.0%0.00%
-50.0%
Q3 2016$29,0001,1340.00%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 252,028$6,766,0003.96%
Aptus Capital Advisors, LLC 4,719,513$126,695,0003.27%
RVW Wealth, LLC 956,416$26,000,0003.12%
4Thought Financial Group Inc. 133,585$3,586,0003.11%
TLWM 289,792$7,779,0002.96%
Karp Capital Management Corp 698,505$18,751,0002.64%
Peloton Wealth Strategists 210,700$5,656,0002.32%
Sound View Wealth Advisors Group, LLC 373,371$10,023,0002.09%
SIGMA INVESTMENT COUNSELORS INC 997,841$26,787,0001.98%
Cribstone Capital Management, LLC 122,151$3,279,0001.95%
View complete list of ISHARES TR shareholders