Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IXN and the CUSIP is 464287291. A total of 356 filers reported holding ISHARES TR in Q4 2022. The put-call ratio across all filers is 0.21 and the average weighting 0.2%.

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 2022
NameSharesValueWeighting ↓
Goodwin Investment Advisory 71,969$3,289,010,0002.54%
Intelligence Driven Advisers, LLC 271,883$12,602,0002.47%
Empowered Funds, LLC 394,198$18,015,0002.32%
OmniStar Financial Group, Inc. 43,833$2,003,0002.22%
4J Wealth Management LLC 38,119$1,742,0002.19%
PATTEN & PATTEN INC/TN 526,773$24,074,0002.11%
FORTE ASSET MANAGEMENT LLC 66,304$3,030,0002.10%
Flagship Private Wealth, LLC 45,899$2,098,0002.04%
Outlook Wealth Advisors, LLC 103,624$4,735,0001.94%
Dentgroup LLC 34,579$1,580,0001.76%
View complete list of ISHARES TR shareholders