IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBMJ and the CUSIP is 46435G789. A total of 128 filers reported holding ISHARES TR in Q3 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
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 Q3 2021
NameSharesValueWeighting ↓
Gateway Advisory, LLC 207,363$5,345,0001.16%
Stonebridge Capital Advisors LLC 245,145$6,319,0000.96%
Paulson Wealth Management Inc. 57,762$1,489,0000.87%
SENTINEL PENSION ADVISORS INC 84,153$2,169,0000.79%
LEAVELL INVESTMENT MANAGEMENT, INC. 354,162$9,129,0000.79%
SONATA CAPITAL GROUP INC 57,973$1,494,0000.74%
Praetorian Wealth Management, Inc. 67,850$1,748,0000.67%
Wealthquest Corp 118,599$3,056,0000.65%
Paradiem, LLC 54,749$1,411,0000.60%
Ferris Capital, LLC 67,666$1,744,0000.49%
View complete list of ISHARES TR shareholders