Aptus Capital Advisors, LLC - ISHARES TR ownership

ISHARES TR's ticker is FALN and the CUSIP is 46435G474. A total of 283 filers reported holding ISHARES TR in Q1 2023. The put-call ratio across all filers is 0.08 and the average weighting 0.2%.

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 2023
NameSharesValueWeighting ↓
Sunbelt Securities, Inc. 2,886,193$74,682,0003.20%
Insight Wealth Partners, LLC 95,866$2,151,0002.80%
BHF RG Capital Inc. 58,309$1,308,0001.73%
CreativeOne Wealth, LLC 367,721$8,252,0001.58%
GeoWealth Management, LLC 98,194$2,203,0001.56%
CWM, LLC 5,000,710$149,821,0001.19%
Cardan Capital Partners, LLC 257,762$5,784,0000.96%
Foresight Wealth Management, LLC 37,792$848,0000.58%
Redhawk Wealth Advisors, Inc. 46,333$1,040,0000.47%
Advisory Resource Group 19,510$438,0000.34%
View complete list of ISHARES TR shareholders