IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 120 filers reported holding ISHARES TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.2%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q2 2021$000.00%
Q1 2021$000.00%
Q4 2020$000.00%
Q3 2020$000.00%
Q2 2020$000.00%
Q1 2020$000.00%
Q4 2019$000.00%
Q3 2019$0
-100.0%
0
-100.0%
0.00%
-100.0%
Q4 2018$105,000
-31.8%
4,130
-32.1%
0.01%0.0%
Q3 2018$154,000
+57.1%
6,083
+57.7%
0.01%
+50.0%
Q2 2018$98,000
-34.2%
3,858
-34.0%
0.00%
-42.9%
Q1 2018$149,0000.0%5,8430.0%0.01%0.0%
Q4 2017$149,000
-1.3%
5,8430.0%0.01%
+16.7%
Q3 2017$151,000
+20.8%
5,843
+20.1%
0.01%
+20.0%
Q2 2017$125,0000.0%4,8640.0%0.01%0.0%
Q1 2017$125,000
+34.4%
4,864
+31.5%
0.01%
+25.0%
Q4 2016$93,000
-3.1%
3,6980.0%0.00%
-20.0%
Q3 2016$96,000
+15.7%
3,698
+16.4%
0.01%0.0%
Q2 2016$83,0003,1760.01%
Other shareholders
ISHARES TR shareholders Q1 2020
NameSharesValueWeighting ↓
Gateway Advisory, LLC 241,997$6,123,0001.61%
Fieldpoint Private Securities, LLC 61,700$1,561,0000.59%
Roof Eidam Maycock Peralta, LLC 44,685$1,131,0000.51%
LEAVELL INVESTMENT MANAGEMENT, INC. 159,932$4,046,0000.44%
Paulson Wealth Management Inc. 16,237$409,0000.37%
Asset Dedication, LLC 33,876$857,0000.32%
ETF Portfolio Partners, Inc. 20,093$508,0000.31%
MANAGED ACCOUNT SERVICES INC 18,440$465,0000.30%
Denver PWM, LLC 13,481$340,0000.26%
Carnegie Capital Asset Management, LLC 111,883$2,829,0000.23%
View complete list of ISHARES TR shareholders