IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IDNA and the CUSIP is 46435U192. A total of 74 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$16,606
-92.8%
816
-91.4%
0.00%
-80.0%
Q2 2023$229,286
+92.4%
9,500
+98.6%
0.01%0.0%
Q1 2023$119,180
+73924.8%
4,783
-26.5%
0.01%
+25.0%
Q4 2022$161
-99.9%
6,505
+43.5%
0.00%
+33.3%
Q3 2022$111,0000.0%4,5340.0%0.00%0.0%
Q2 2022$111,000
-48.6%
4,534
-48.6%
0.00%0.0%
Q1 2022$216,000
+14.3%
8,816
+105.9%
0.00%
-25.0%
Q4 2021$189,000
-6.0%
4,282
+7.3%
0.00%0.0%
Q3 2021$201,000
-3.8%
3,9910.0%0.00%0.0%
Q2 2021$209,000
+14.2%
3,9910.0%0.00%0.0%
Q1 2021$183,0000.0%3,991
+0.1%
0.00%
-42.9%
Q4 2020$183,000
+81.2%
3,986
+56.2%
0.01%
+16.7%
Q3 2020$101,000
+124.4%
2,552
+121.1%
0.01%
+50.0%
Q2 2020$45,0001,1540.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
CORA CAPITAL ADVISORS LLC 36,793$748,7380.50%
Wharton Business Group, LLC 283,364$5,7660.32%
Lodestone Wealth Management LLC 10,072$255,8400.18%
Laidlaw Wealth Management LLC 23,987$488,1350.16%
Wolf Group Capital Advisors 14,829$301,7700.14%
TCG Advisory Services, LLC 21,429$436,0870.07%
Consolidated Portfolio Review Corp 10,790$219,5700.05%
Visionary Wealth Advisors 26,173$532,6180.04%
Pallas Capital Advisors LLC 30,248$536,2970.03%
RiverFront Investment Group, LLC 41,046$8350.03%
View complete list of ISHARES TR shareholders