IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBMQ and the CUSIP is 46435U325. A total of 66 filers reported holding ISHARES TR in Q1 2023. 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 2023$397,580
-37.8%
15,832
-37.9%
0.01%
-67.9%
Q1 2023$639,305
+76739.5%
25,506
-23.2%
0.03%
+27.3%
Q4 2022$832
-99.7%
33,229
+155.4%
0.02%
+144.4%
Q3 2022$327,00013,0120.01%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Heartwood Wealth Advisors LLC 431,375$11,716,0001.88%
Praetorian Wealth Management, Inc. 45,872$1,245,0000.44%
CGN Advisors LLC 29,478$801,0000.29%
Peloton Wealth Strategists 12,000$326,0000.15%
WRAPMANAGER INC 12,791$347,0000.10%
CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 74,921$2,035,0000.10%
CONFLUENCE INVESTMENT MANAGEMENT LLC 216,701$5,886,0000.08%
Archford Capital Strategies, LLC 8,026$220,0000.06%
CAPTRUST FINANCIAL ADVISORS 184,966$5,024,0000.05%
Retirement Group, LLC 3,072$83,0000.04%
View complete list of ISHARES TR shareholders