Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 295 filers reported holding ISHARES TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.3%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$292,266
-7.0%
5,0530.0%0.01%0.0%
Q2 2023$314,246
+14.7%
5,053
+0.3%
0.01%
+14.3%
Q1 2023$273,974
+4265.4%
5,040
+3500.0%
0.01%
Q4 2022$6,276
+4.6%
1400.0%0.00%
Q3 2022$6,0000.0%1400.0%0.00%
Q2 2022$6,000
-25.0%
1400.0%0.00%
Q1 2022$8,000
-68.0%
140
-63.5%
0.00%
-100.0%
Q4 2021$25,000
+2400.0%
384
+1500.0%
0.00%
Q3 2021$1,0000.0%24
+500.0%
0.00%
Q2 2021$1,0000.0%40.0%0.00%
Q1 2021$1,000
-80.0%
4
-76.5%
0.00%
Q4 2020$5,000
+25.0%
170.0%0.00%
Q3 2020$4,000
-42.9%
17
-43.3%
0.00%
Q2 2020$7,000
+40.0%
300.0%0.00%
Q1 2020$5,000
-16.7%
30
-3.2%
0.00%
Q4 2019$6,000
+50.0%
31
+19.2%
0.00%
Q3 2019$4,000260.00%
Other shareholders
ISHARES TR shareholders Q4 2019
NameSharesValueWeighting ↓
B, B, H, & B INC. 88,844$5,154,0004.86%
Empowered Funds, LLC 495,761$28,759,0003.14%
Goodwin Investment Advisory 75,430$4,374,0003.00%
OmniStar Financial Group, Inc. 47,174$2,736,0002.72%
Signify Wealth 69,535$4,034,0002.71%
PATTEN & PATTEN INC/TN 547,138$31,739,0002.32%
MA Private Wealth 212,620$12,334,0002.25%
Outlook Wealth Advisors, LLC 111,104$6,445,0002.16%
Flagship Private Wealth, LLC 44,774$2,597,0002.13%
Dentgroup LLC 37,259$2,161,0002.08%
View complete list of ISHARES TR shareholders