Krilogy Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDT and the CUSIP is 46435U515. A total of 94 filers reported holding ISHARES TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Krilogy Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,498,841
-0.8%
145,603
+1.2%
0.32%
+0.9%
Q2 2023$3,526,261
-1.2%
143,929
+0.6%
0.32%
+5.7%
Q1 2023$3,569,363
+158.0%
143,118
+151.3%
0.30%
+127.3%
Q4 2022$1,383,583
-56.2%
56,961
-57.1%
0.13%
-65.0%
Q3 2022$3,162,000
-4.2%
132,921
+0.5%
0.38%
-1.6%
Q2 2022$3,301,000
+51.9%
132,239
+60.3%
0.38%
+72.5%
Q1 2022$2,173,000
-45.0%
82,485
-41.0%
0.22%
-44.2%
Q4 2021$3,954,000
-1.7%
139,749
-0.5%
0.40%
-0.7%
Q3 2021$4,024,000
+1.3%
140,467
+2.2%
0.40%
+1.3%
Q2 2021$3,973,000
-0.8%
137,470
-2.8%
0.40%
-6.4%
Q1 2021$4,004,000141,3810.42%
Other shareholders
ISHARES TR shareholders Q2 2022
NameSharesValueWeighting ↓
PFG Private Wealth Management, LLC 159,786$4,608,0004.34%
BRANDYWINE OAK PRIVATE WEALTH LLC 429,242$12,384,0002.20%
Signature Wealth Management Group 76,916$2,218,0001.70%
Timber Creek Capital Management LLC 48,060$1,386,0000.87%
Motley Fool Wealth Management, LLC 502,929$14,504,0000.82%
Andesa Financial Management Inc. 24,070$696,0000.62%
Wealth Advisory Solutions, LLC 64,615$1,864,0000.52%
Avestar Capital, LLC 37,953$1,095,0000.48%
Peloton Wealth Strategists 26,000$750,0000.47%
Capital Investment Advisors, LLC 240,136$6,926,0000.36%
View complete list of ISHARES TR shareholders