IFP Advisors, Inc - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 139 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$557,956
-82.0%
23,219
-81.4%
0.02%
-63.2%
Q2 2023$3,097,374
+21.6%
125,096
+22.9%
0.07%
-38.7%
Q1 2023$2,546,517
+113940.2%
101,779
+14.2%
0.11%
+85.0%
Q4 2022$2,23389,1060.06%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
Paradigm, Strategies in Wealth Management, LLC 377,377$9,068,3705.78%
PFG Private Wealth Management, LLC 265,391$6,377,3524.74%
Gateway Advisory, LLC 708,259$17,019,4613.47%
Peloton Wealth Strategists 226,425$5,4412.51%
Keeler Thomas Management LLC 252,991$6,219,9212.30%
4Thought Financial Group Inc. 117,740$2,829,2872.28%
Platte River Wealth Advisors, LLC 242,650$5,830,8802.13%
Klingman & Associates, LLC 1,037,442$24,929,7422.02%
Sound View Wealth Advisors Group, LLC 614,233$14,760,0211.84%
Aptus Capital Advisors, LLC 2,536,519$60,952,5521.66%
View complete list of ISHARES TR shareholders