Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 325 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Aptus Capital Advisors, LLC ownership history of ISHARES TR
ValueSharesWeighting
Q3 2023$24,254
-9.0%
978
-6.9%
0.00%0.0%
Q2 2023$26,664
+0.5%
1,051
+0.1%
0.00%0.0%
Q1 2023$26,543
-22.4%
1,050
-24.4%
0.00%0.0%
Q4 2022$34,183
+10.3%
1,389
+6.1%
0.00%0.0%
Q3 2022$31,000
+29.2%
1,309
+34.0%
0.00%0.0%
Q2 2022$24,000
-11.1%
9770.0%0.00%0.0%
Q1 2022$27,000
-56.5%
977
-53.5%
0.00%
-50.0%
Q4 2021$62,0002,101
+13031.2%
0.00%
Q3 2021$0160.0%0.00%
Q2 2021$0160.0%0.00%
Q1 2021$0160.0%0.00%
Q4 2020$0160.0%0.00%
Q3 2020$016
+6.7%
0.00%
Q4 2019$0150.0%0.00%
Q3 2019$0150.00%
Other shareholders
ISHARES TR shareholders Q1 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 980,911$24,150,0008.35%
KRAEMATON INVESTMENT ADVISORS, INC 145,857$3,591,0004.16%
MARKET STREET WEALTH MANAGEMENT ADVISORS LLC 497,988$12,260,0003.79%
CLIENT 1ST ADVISORY GROUP, LLC 257,106$6,330,0003.77%
Intelligence Driven Advisers, LLC 659,130$16,208,0003.18%
Lineweaver Wealth Advisors, LLC 384,422$9,464,0003.12%
Copperleaf Capital, LLC 124,450$3,064,0003.10%
Tri-Star Advisors Inc. 253,588$6,274,0003.03%
Insight Wealth Partners, LLC 150,895$3,715,0002.79%
Horst & Graben Wealth Management LLC 391,894$9,648,0002.62%
View complete list of ISHARES TR shareholders