Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is IDEV and the CUSIP is 46435G326. A total of 292 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$69,607,650
+86.2%
1,194,366
+95.3%
1.90%
+111.6%
Q2 2023$37,374,330
-35.5%
611,491
-36.2%
0.90%
-42.5%
Q1 2023$57,952,271
+2.2%
958,364
-5.4%
1.56%
-10.5%
Q4 2022$56,685,292
+31391.8%
1,012,599
+27120.4%
1.74%
+43400.0%
Q3 2022$180,0003,7200.00%
Other shareholders
ISHARES TR shareholders Q1 2023
NameSharesValueWeighting ↓
TFC Financial Management, Inc. 987,038$53,261,00026.36%
Wealthsimple US, Ltd. 236,661$12,770,0008.50%
KEMPER Corp 425,689$22,970,0004.98%
Divergent Wealth Advisors 259,892$14,024,0003.79%
Global Strategic Investment Solutions, LLC 222,457$12,004,0003.05%
Clarius Group, LLC 432,834$23,357,0003.00%
Paracle Advisors, LLC 242,072$13,062,0002.82%
DeGreen Capital Management LLC 99,896$5,390,0002.38%
Vision Capital Management, Inc. 160,180$8,643,0001.82%
Columbus Macro, LLC 108,835$5,873,0001.80%
View complete list of ISHARES TR shareholders