Krilogy Financial LLC - ISHARES TR ownership

ISHARES TR's ticker is IBDU and the CUSIP is 46436E205. A total of 69 filers reported holding ISHARES TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.4%.

Quarter-by-quarter ownership
Krilogy Financial LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$3,510,592
-1.0%
160,301
+1.5%
0.32%
+0.6%
Q2 2023$3,544,384
-1.4%
157,879
+0.5%
0.32%
+5.6%
Q1 2023$3,595,638
+160.3%
157,152
+152.2%
0.30%
+128.8%
Q4 2022$1,381,346
-55.8%
62,307
-56.6%
0.13%
-64.6%
Q3 2022$3,126,000
-3.7%
143,471
+1.0%
0.37%
-1.1%
Q2 2022$3,245,000
+48.9%
142,010
+59.7%
0.38%
+69.1%
Q1 2022$2,180,000
-45.3%
88,943
-41.3%
0.22%
-44.5%
Q4 2021$3,987,000
-0.9%
151,450
+0.2%
0.40%
+0.2%
Q3 2021$4,024,000
+1.1%
151,202
+1.9%
0.40%
+1.0%
Q2 2021$3,979,000
-0.7%
148,348
-3.3%
0.40%
-6.1%
Q1 2021$4,008,000153,3710.42%
Other shareholders
ISHARES TR shareholders Q3 2022
NameSharesValueWeighting ↓
4Thought Financial Group Inc. 125,857$3,313,0002.68%
PFG Private Wealth Management, LLC 179,225$4,718,0002.44%
Legacy CG, LLC 136,648$3,597,0002.16%
Matthew Goff Investment Advisor, LLC 268,222$7,061,0001.62%
Signature Wealth Management Group 98,281$2,587,0001.30%
Bradley & Co. Private Wealth Management, LLC 41,355$1,088,0000.87%
WRAPMANAGER INC 75,096$1,977,0000.49%
Peloton Wealth Strategists 44,500$1,171,0000.47%
Kesler, Norman & Wride, LLC 78,919$2,078,0000.44%
Capital Investment Advisors, LLC 505,178$13,299,0000.41%
View complete list of ISHARES TR shareholders